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Next Financial Group’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Next Financial Group’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
Q4 		– Sell
-200
Closed -$14K – 2072
2018
Q3 		$14K Buy
+200
New +$14.4K 0.01% 899

Other funds holding PSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Next Financial Group's PSL Position: Q4 2018 in Review

Next Financial Group sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2018, closing a stake of 200 shares — an estimated $14K sold.

Next Financial Group first reported a position in PSL in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 45 funds tracked by Wall St. Rank hold PSL as of Q4 2018.

  • Next Financial Group reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 200 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2018, an estimated $14K.
  • Next Financial Group first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2018 and held it in 1 quarter.
  • Next Financial Group's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $14K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.