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

Mission 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
2020 Q1	–	Sell	-3,250	Closed	-$241K	–	340
2019 Q4	$241K	Hold	3,250	–	–	0.02%	291
2019 Q3	$234K	Hold	3,250	–	–	0.03%	280
2019 Q2	$234K	Sell	3,250 -250	-7%	-$17.9K	0.03%	275
2019 Q1	$248K	Buy	+3,500	New	+$240K	0.03%	266

Other funds holding PSL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mission Wealth Management's PSL Position: Q1 2020 in Review

Mission Wealth Management sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2020, closing a stake of 3,250 shares — an estimated $241K sold.

Mission Wealth Management first reported a position in PSL in Q1 2019 and held it in 4 quarters. The position peaked at $248K in Q1 2019. 48 funds tracked by Wall St. Rank hold PSL as of Q1 2020.

Mission Wealth Management reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2020 after selling out during the quarter.
Mission Wealth Management sold 3,250 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2020, an estimated $241K.
Mission Wealth Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2019 and held it in 4 quarters.
Mission Wealth Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $248K in Q1 2019.
48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2020.

Based on Mission Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.