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

Truist Financial’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
Q2 		– Sell
-11,091
Closed -$1.08M – 2710
2024
Q1 		$1.08M Buy
+11,091
New +$1.04M ﹤0.01% 1578

Other funds holding PSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
UBS Group
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

Truist Financial's PSL Position: Q2 2024 in Review

Truist Financial sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2024, closing a stake of 11,091 shares — an estimated $1.08M sold.

Truist Financial first reported a position in PSL in Q1 2024 and held it in 1 quarter. The position peaked at $1.08M in Q1 2024. 51 funds tracked by Wall St. Rank hold PSL as of Q2 2024.

  • Truist Financial reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 11,091 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2024, an estimated $1.08M.
  • Truist Financial first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Truist Financial's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $1.08M in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.