NC
PSL icon

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

NewSquare 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
2018
Q2 		– Sell
-102
Closed -$7K – 338
2018
Q1 		$7K Hold
102
– – ﹤0.01% 248
2017
Q4 		$7K Buy
+102
New +$6.42K ﹤0.01% 249

Other funds holding PSL

Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NewSquare Capital's PSL Position: Q2 2018 in Review

NewSquare Capital sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2018, closing a stake of 102 shares — an estimated $7K sold.

NewSquare Capital first reported a position in PSL in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 32 funds tracked by Wall St. Rank hold PSL as of Q2 2018.

  • NewSquare Capital reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2018 after selling out during the quarter.
  • NewSquare Capital sold 102 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2018, an estimated $7K.
  • NewSquare Capital first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2017 and held it in 2 quarters.
  • NewSquare Capital's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $7K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2018.

Based on NewSquare Capital's 13F filing for Q2 2018, filed 23 Jul 2018.