LexAurum Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

LexAurum Advisors’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
2022 Q2	–	Sell	-2,646	Closed	-$227K	–	265
2022 Q1	$227K	Sell	2,646 -39	-1%	-$3.32K	0.07%	233
2021 Q4	$246K	Buy	2,685 +101	+4%	+$9.09K	0.08%	221
2021 Q3	$231K	Buy	2,584 +1	+0%	+$92	0.07%	250
2021 Q2	$242K	Buy	2,583 +25	+1%	+$2.36K	0.07%	255
2021 Q1	$237K	Buy	2,558 +1	+0%	+$91	0.08%	220
2020 Q4	$222K	Buy	+2,557	New	+$211K	0.08%	224

Other funds holding PSL

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

LexAurum Advisors's PSL Position: Q2 2022 in Review

LexAurum Advisors sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2022, closing a stake of 2,646 shares — an estimated $227K sold.

LexAurum Advisors first reported a position in PSL in Q4 2020 and held it in 6 quarters. The position peaked at $246K in Q4 2021. 56 funds tracked by Wall St. Rank hold PSL as of Q2 2022.

LexAurum Advisors reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2022 after selling out during the quarter.
LexAurum Advisors sold 2,646 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2022, an estimated $227K.
LexAurum Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2020 and held it in 6 quarters.
LexAurum Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $246K in Q4 2021.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2022.

Based on LexAurum Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.