RPg Family Wealth Advisory’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

RPg Family Wealth Advisory’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
2016 Q3	–	Sell	-181	Closed	-$10.6K	–	266
2016 Q2	$10.6K	Sell	181 -32	-15%	-$1.81K	﹤0.01%	251
2016 Q1	$12.1K	Sell	213 -1,015	-83%	-$56K	0.01%	235
2015 Q4	$69.7K	Buy	+1,228	New	+$69.5K	0.06%	77

Other funds holding PSL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SMG

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPg Family Wealth Advisory's PSL Position: Q3 2016 in Review

RPg Family Wealth Advisory sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2016, closing a stake of 181 shares — an estimated $10.6K sold.

RPg Family Wealth Advisory first reported a position in PSL in Q4 2015 and held it in 3 quarters. The position peaked at $69.7K in Q4 2015. 50 funds tracked by Wall St. Rank hold PSL as of Q3 2016.

RPg Family Wealth Advisory reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2016 after selling out during the quarter.
RPg Family Wealth Advisory sold 181 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2016, an estimated $10.6K.
RPg Family Wealth Advisory first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2015 and held it in 3 quarters.
RPg Family Wealth Advisory's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $69.7K in Q4 2015.
50 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2016, filed 14 Nov 2016.