Sunbelt Securities’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Sunbelt Securities’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
2024 Q4	–	Sell	-1,875	Closed	-$191K	–	1906
2024 Q3	$191K	Buy	1,875 +1,871	+46,775%	+$185K	0.02%	601
2024 Q2	$389	Hold	4	–	–	﹤0.01%	1670
2024 Q1	$391	Hold	4	–	–	﹤0.01%	1642
2023 Q4	$366	Hold	4	–	–	﹤0.01%	1608
2023 Q3	$334	Hold	4	–	–	﹤0.01%	1672
2023 Q2	$347	Buy	+4	New	+$346	﹤0.01%	1603
2021 Q1	–	Sell	-2,439	Closed	-$211K	–	442
2020 Q4	$211K	Buy	+2,439	New	+$201K	0.04%	368

Other funds holding PSL

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Sunbelt Securities's PSL Position: Q4 2024 in Review

Sunbelt Securities sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2024, closing a stake of 1,875 shares — an estimated $191K sold.

Sunbelt Securities first reported a position in PSL in Q4 2020 and held it in 7 quarters. The position peaked at $211K in Q4 2020. 57 funds tracked by Wall St. Rank hold PSL as of Q4 2024.

Sunbelt Securities reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2024 after selling out during the quarter.
Sunbelt Securities sold 1,875 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2024, an estimated $191K.
Sunbelt Securities first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2020 and held it in 7 quarters.
Sunbelt Securities's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $211K in Q4 2020.
57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.