Murphy Capital Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Murphy Capital 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
2022 Q2	$570K	Sell	7,265 -167	-2%	-$13.8K	0.08%	135
2022 Q1	$636K	Sell	7,432 -158	-2%	-$13.5K	0.07%	141
2021 Q4	$694K	Sell	7,590 -1,020	-12%	-$91.8K	0.07%	138
2021 Q3	$770K	Sell	8,610 -90	-1%	-$8.24K	0.09%	127
2021 Q2	$814K	Hold	8,700	–	–	0.09%	128
2021 Q1	$806K	Sell	8,700 -100	-1%	-$9.08K	0.1%	124
2020 Q4	$762K	Sell	8,800 -180	-2%	-$14.8K	0.1%	125
2020 Q3	$681K	Sell	8,980 -25	-0.3%	-$1.85K	0.1%	122
2020 Q2	$585K	Hold	9,005	–	–	0.09%	129
2020 Q1	$506K	Sell	9,005 -220	-2%	-$15.1K	0.1%	132
2019 Q4	$683K	Sell	9,225 -50	-0.5%	-$3.59K	0.1%	138
2019 Q3	$668K	Sell	9,275 -350	-4%	-$25.8K	0.1%	135
2019 Q2	$692K	Sell	9,625 -350	-4%	-$25.1K	0.1%	137
2019 Q1	$707K	Sell	9,975 -125	-1%	-$8.56K	0.11%	140
2018 Q4	$658K	Hold	10,100	–	–	0.11%	138
2018 Q3	$724K	Sell	10,100 -15	-0.1%	-$1.08K	0.1%	149
2018 Q2	$716K	Hold	10,115	–	–	0.1%	152
2018 Q1	$678K	Sell	10,115 -100	-1%	-$6.6K	0.1%	156
2017 Q4	$664K	Buy	10,215 +250	+3%	+$15.7K	0.09%	156
2017 Q3	$613K	Sell	9,965 -150	-1%	-$9.09K	0.09%	164
2017 Q2	$602K	Sell	10,115 -1,000	-9%	-$59.6K	0.09%	164
2017 Q1	$655K	Buy	11,115 +300	+3%	+$16.9K	0.1%	158
2016 Q4	$579K	Sell	10,815 -115	-1%	-$6.25K	0.09%	168
2016 Q3	$616K	Sell	10,930 -650	-6%	-$37.6K	0.1%	173
2016 Q2	$676K	Sell	11,580 -620	-5%	-$35.1K	0.1%	166
2016 Q1	$695K	Sell	12,200 -115	-0.9%	-$6.35K	0.11%	163
2015 Q4	$699K	Buy	12,315 +1,150	+10%	+$65.1K	0.11%	165
2015 Q3	$601K	Buy	11,165 +375	+3%	+$20.8K	0.1%	168
2015 Q2	$578K	Sell	10,790 -405	-4%	-$21.6K	0.09%	196
2015 Q1	$603K	Sell	11,195 -170	-1%	-$8.91K	0.09%	192
2014 Q4	$578K	Buy	11,365 +1,025	+10%	+$50.3K	0.09%	190
2014 Q3	$487K	Sell	10,340 -160	-2%	-$7.43K	0.08%	212
2014 Q2	$484K	Sell	10,500 -240	-2%	-$10.6K	0.08%	214
2014 Q1	$480K	Sell	10,740 -460	-4%	-$20K	0.08%	216
2013 Q4	$494K	Sell	11,200 -380	-3%	-$16.4K	0.09%	203
2013 Q3	$479K	Sell	11,580 -550	-5%	-$22.8K	0.09%	193
2013 Q2	$482K	Buy	+12,130	New	+$482K	0.1%	185

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

Murphy Capital Management's PSL Position: Q2 2022 in Review

Murphy Capital Management reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 2.2% in Q2 2022, selling an estimated $13.8K and leaving 7,265 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #135.

Murphy Capital Management first reported a position in PSL in Q2 2013 and has held it in 37 quarters since. The position peaked at $814K in Q2 2021. 56 funds tracked by Wall St. Rank hold PSL as of Q2 2022.

Murphy Capital Management held 7,265 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $570K as of Q2 2022.
Murphy Capital Management sold 167 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2022, an estimated $13.8K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.08% of Murphy Capital Management's portfolio in Q2 2022, its #135 holding.
Murphy Capital Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2013 and has held it in 37 quarters since.
Murphy Capital Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $814K in Q2 2021.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.