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

Wealth Quarterback’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
Q3 		$63K Hold
700
– – 0.04% 203
2021
Q2 		$66K Buy
+700
New +$66.2K 0.04% 205
2020
Q2 		– Sell
-700
Closed -$39.4K – 592
2020
Q1 		$39.4K Hold
700
– – 0.04% 258
2019
Q4 		$51.9K Buy
+700
New +$50.3K 0.05% 239

Other funds holding PSL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Wealth Quarterback's PSL Position: Q3 2021 in Review

Wealth Quarterback held its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) position steady in Q3 2021 at 700 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #203.

Wealth Quarterback first reported a position in PSL in Q4 2019 and has held it in 4 quarters since. The position peaked at $66K in Q2 2021. 49 funds tracked by Wall St. Rank hold PSL as of Q3 2021.

  • Wealth Quarterback held 700 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $63K as of Q3 2021.
  • Wealth Quarterback left its Invesco Dorsey Wright Consumer Staples Momentum ETF share count unchanged in Q3 2021.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.04% of Wealth Quarterback's portfolio in Q3 2021, its #203 holding.
  • Wealth Quarterback first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $66K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.