OPS
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Orion Portfolio Solutions’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-19
Closed -$1K – 1639
2020
Q2 		$1K Hold
19
– – ﹤0.01% 2050
2020
Q1 		$1K Hold
19
– – ﹤0.01% 1784
2019
Q4 		$1K Buy
+19
New +$1.36K ﹤0.01% 1712

Other funds holding PSL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Orion Portfolio Solutions's PSL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2020, closing a stake of 19 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in PSL in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 45 funds tracked by Wall St. Rank hold PSL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 19 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $1K in Q2 2020.
  • 45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.