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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return