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Money Concepts Capital’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Money Concepts Capital’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
-1,090
Closed -$90.1K – 2272
2022
Q4 		$90.1K Buy
+1,090
New +$89.7K ﹤0.01% 1010
2022
Q2 		– Sell
-1,752
Closed -$150K – 2332
2022
Q1 		$150K Buy
+1,752
New +$149K 0.01% 843

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

Money Concepts Capital's PSL Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2023, closing a stake of 1,090 shares — an estimated $90.1K sold.

Money Concepts Capital first reported a position in PSL in Q1 2022 and held it in 2 quarters. The position peaked at $150K in Q1 2022. 52 funds tracked by Wall St. Rank hold PSL as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,090 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2023, an estimated $90.1K.
  • Money Concepts Capital first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $150K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.