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Parallel Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Parallel Advisors’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
Q3 		– Sell
-525
Closed -$45.6K – 3468
2023
Q2 		$45.6K Buy
+525
New +$45.5K ﹤0.01% 1439

Other funds holding PSL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Parallel Advisors's PSL Position: Q3 2023 in Review

Parallel Advisors sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2023, closing a stake of 525 shares — an estimated $45.6K sold.

Parallel Advisors first reported a position in PSL in Q2 2023 and held it in 1 quarter. The position peaked at $45.6K in Q2 2023. 50 funds tracked by Wall St. Rank hold PSL as of Q3 2023.

  • Parallel Advisors reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Parallel Advisors sold 525 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2023, an estimated $45.6K.
  • Parallel Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2023 and held it in 1 quarter.
  • Parallel Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $45.6K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2023.

Based on Parallel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.