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

MinichMacGregor 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
Q1 		– Sell
-26
Closed -$2.15K – 494
2022
Q4 		$2.15K Buy
+26
New +$2.14K ﹤0.01% 558

Other funds holding PSL

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MinichMacGregor Wealth Management's PSL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2023, closing a stake of 26 shares — an estimated $2.15K sold.

MinichMacGregor Wealth Management first reported a position in PSL in Q4 2022 and held it in 1 quarter. The position peaked at $2.15K in Q4 2022. 52 funds tracked by Wall St. Rank hold PSL as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 26 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2023, an estimated $2.15K.
  • MinichMacGregor Wealth Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $2.15K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.