Simplicity Solutions’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-31,925	Closed	-$2.77M	–	845
2020 Q4	$2.77M	Buy	31,925 +5,678	+22%	+$468K	0.04%	319
2020 Q3	$1.99M	Buy	+26,247	New	+$1.95M	0.04%	330
2019 Q2	–	Sell	-3,514	Closed	-$249K	–	813
2019 Q1	$249K	Buy	+3,514	New	+$241K	0.01%	600

Other funds holding PSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Simplicity Solutions's PSL Position: Q1 2021 in Review

Simplicity Solutions sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2021, closing a stake of 31,925 shares — an estimated $2.77M sold.

Simplicity Solutions first reported a position in PSL in Q1 2019 and held it in 3 quarters. The position peaked at $2.77M in Q4 2020. 47 funds tracked by Wall St. Rank hold PSL as of Q1 2021.

Simplicity Solutions reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 31,925 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2021, an estimated $2.77M.
Simplicity Solutions first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2019 and held it in 3 quarters.
Simplicity Solutions's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $2.77M in Q4 2020.
47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.