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Raymond James Financial Services Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Raymond James Financial Services 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
Q4 		– Sell
-2,534
Closed -$211K – 3400
2023
Q3 		$211K Sell
2,534
-173
-6% -$15K ﹤0.01% 2900
2023
Q2 		$235K Sell
2,707
-6
-0.2% -$520 ﹤0.01% 2820
2023
Q1 		$234K Sell
2,713
-25
-0.9% -$2.1K ﹤0.01% 2799
2022
Q4 		$226K Sell
2,738
-45
-2% -$3.7K ﹤0.01% 2785
2022
Q3 		$208K Buy
2,783
+19
+0.7% +$1.53K ﹤0.01% 2832
2022
Q2 		$217K Buy
+2,764
New +$228K ﹤0.01% 2827
2020
Q4 		– Sell
-4,787
Closed -$363K – 3056
2020
Q3 		$363K Sell
4,787
-69
-1% -$5.11K ﹤0.01% 2172
2020
Q2 		$316K Sell
4,856
-767
-14% -$47.9K ﹤0.01% 2201
2020
Q1 		$317K Sell
5,623
-898
-14% -$61.6K ﹤0.01% 1826
2019
Q4 		$483K Buy
6,521
+375
+6% +$26.9K ﹤0.01% 2004
2019
Q3 		$443K Buy
6,146
+276
+5% +$20.4K ﹤0.01% 1982
2019
Q2 		$422K Buy
5,870
+776
+15% +$55.6K ﹤0.01% 2035
2019
Q1 		$361K Buy
5,094
+179
+4% +$12.3K ﹤0.01% 2119
2018
Q4 		$320K Buy
+4,915
New +$345K ﹤0.01% 1957
2018
Q1 		– Sell
-3,288
Closed -$214K – 2694
2017
Q4 		$214K Buy
+3,288
New +$207K ﹤0.01% 2217
2017
Q1 		– Sell
-5,187
Closed -$278K – 2492
2016
Q4 		$278K Sell
5,187
-32,423
-86% -$1.76M ﹤0.01% 1844
2016
Q3 		$2.12M Sell
37,610
-591
-2% -$34.2K 0.02% 740
2016
Q2 		$2.23M Sell
38,201
-13,119
-26% -$743K 0.02% 680
2016
Q1 		$2.92M Sell
51,320
-17,780
-26% -$981K 0.03% 486
2015
Q4 		$3.92M Buy
69,100
+6,549
+10% +$371K 0.05% 430
2015
Q3 		$3.37M Buy
+62,551
New +$3.48M 0.06% 375

Other funds holding PSL

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial Services Advisors's PSL Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2023, closing a stake of 2,534 shares — an estimated $211K sold.

Raymond James Financial Services Advisors first reported a position in PSL in Q3 2015 and held it in 21 quarters. The position peaked at $3.92M in Q4 2015. 48 funds tracked by Wall St. Rank hold PSL as of Q4 2023.

  • Raymond James Financial Services Advisors reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 2,534 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2023, an estimated $211K.
  • Raymond James Financial Services Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2015 and held it in 21 quarters.
  • Raymond James Financial Services Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $3.92M in Q4 2015.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.