SVB Wealth’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

SVB Wealth’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
2022 Q2	–	Sell	-529	Closed	-$45K	–	824
2022 Q1	$45K	Hold	529	–	–	﹤0.01%	749
2021 Q4	$48K	Hold	529	–	–	﹤0.01%	763
2021 Q3	$47K	Hold	529	–	–	﹤0.01%	958
2021 Q2	$49K	Hold	529	–	–	﹤0.01%	944
2021 Q1	$49K	Hold	529	–	–	﹤0.01%	884
2020 Q4	$45K	Hold	529	–	–	﹤0.01%	820
2020 Q3	$40K	Hold	529	–	–	﹤0.01%	707
2020 Q2	$34K	Hold	529	–	–	﹤0.01%	601
2020 Q1	$29K	Hold	529	–	–	﹤0.01%	528
2019 Q4	$39K	Buy	+529	New	+$38K	﹤0.01%	614

Other funds holding PSL

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America

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

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return