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

Sowell 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
2021
Q2 		– Sell
-540
Closed -$51K – 2160
2021
Q1 		$51K Buy
+540
New +$49K ﹤0.01% 1653

Other funds holding PSL

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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sowell Financial Services's PSL Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2021, closing a stake of 540 shares — an estimated $51K sold.

Sowell Financial Services first reported a position in PSL in Q1 2021 and held it in 1 quarter. The position peaked at $51K in Q1 2021. 48 funds tracked by Wall St. Rank hold PSL as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 540 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2021, an estimated $51K.
  • Sowell Financial Services first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $51K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.