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Prospera Financial Services’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Prospera Financial Services’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 		– Sell
-100
Closed -$9K – 2352
2022
Q1 		$9K Buy
+100
New +$8.52K ﹤0.01% 2088
2020
Q4 		– Sell
-100
Closed -$8K – 1330
2020
Q3 		$8K Buy
+100
New +$7.41K ﹤0.01% 1175

Other funds holding PSL

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Royal Bank of Canada
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
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

Prospera Financial Services's PSL Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2022, closing a stake of 100 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in PSL in Q3 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 56 funds tracked by Wall St. Rank hold PSL as of Q2 2022.

  • Prospera Financial Services reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 100 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $9K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.