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

Realta Investment 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
2019
Q4 		– Sell
-800
Closed -$58K – 1666
2019
Q3 		$58K Buy
+800
New +$59K 0.02% 635

Other funds holding PSL

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
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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Realta Investment Advisors's PSL Position: Q4 2019 in Review

Realta Investment Advisors sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2019, closing a stake of 800 shares — an estimated $58K sold.

Realta Investment Advisors first reported a position in PSL in Q3 2019 and held it in 1 quarter. The position peaked at $58K in Q3 2019. 54 funds tracked by Wall St. Rank hold PSL as of Q4 2019.

  • Realta Investment Advisors reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 800 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2019, an estimated $58K.
  • Realta Investment Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $58K in Q3 2019.
  • 54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.