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Kowal Investment Group’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-375
Closed -$34K – 724
2021
Q3 		$34K Buy
+375
New +$34.3K 0.01% 292

Other funds holding PSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
NMG
New Millennium Group Sandy, Utah $231M AUM 33.06% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Kowal Investment Group's PSL Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2021, closing a stake of 375 shares — an estimated $34K sold.

Kowal Investment Group first reported a position in PSL in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 50 funds tracked by Wall St. Rank hold PSL as of Q4 2021.

  • Kowal Investment Group reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 375 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2021, an estimated $34K.
  • Kowal Investment Group first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $34K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.