Kingsview Wealth Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Kingsview Wealth Management’s Portfolio PSL Stock Details PSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,341	Closed	-$203K	–	993
2023 Q2	$203K	Buy	+2,341	New	+$203K	0.01%	857
2021 Q3	–	Sell	-3,359	Closed	-$316K	–	987
2021 Q2	$316K	Buy	+3,359	New	+$317K	0.02%	683
2020 Q2	–	Sell	-5,300	Closed	-$298K	–	645
2020 Q1	$298K	Hold	5,300	–	–	0.04%	361
2019 Q4	$393K	Hold	5,300	–	–	0.05%	325
2019 Q3	$382K	Hold	5,300	–	–	0.06%	298
2019 Q2	$381K	Hold	5,300	–	–	0.06%	282
2019 Q1	$376K	Hold	5,300	–	–	0.06%	311
2018 Q4	$346K	Buy	+5,300	New	+$372K	0.08%	264

Other funds holding PSL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return