Wealthcare Advisory Partners’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Wealthcare Advisory Partners’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
2019 Q1	–	Sell	-1,376	Closed	-$90K	–	1261
2018 Q4	$90K	Hold	1,376	–	–	0.02%	326
2018 Q3	$99K	Sell	1,376 -1,124	-45%	-$80.9K	0.02%	343
2018 Q2	$177K	Hold	2,500	–	–	0.03%	234
2018 Q1	$168K	Hold	2,500	–	–	0.04%	213
2017 Q4	$163K	Hold	2,500	–	–	0.04%	197
2017 Q3	$154K	Buy	2,500 +1,491	+148%	+$90.4K	0.05%	165
2017 Q2	$60K	Hold	1,009	–	–	0.03%	45
2017 Q1	$59K	Sell	1,009 -667	-40%	-$37.6K	0.03%	40
2016 Q4	$90K	Buy	+1,676	New	+$91K	0.05%	37

Other funds holding PSL

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthcare Advisory Partners's PSL Position: Q1 2019 in Review

Wealthcare Advisory Partners sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2019, closing a stake of 1,376 shares — an estimated $90K sold.

Wealthcare Advisory Partners first reported a position in PSL in Q4 2016 and held it in 9 quarters. The position peaked at $177K in Q2 2018. 45 funds tracked by Wall St. Rank hold PSL as of Q1 2019.

Wealthcare Advisory Partners reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,376 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2019, an estimated $90K.
Wealthcare Advisory Partners first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2016 and held it in 9 quarters.
Wealthcare Advisory Partners's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $177K in Q2 2018.
45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2019, filed 13 May 2019.