WA
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WESPAC Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

WESPAC Advisors’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
2016
Q1 		– Sell
-18,939
Closed -$1.08M – 118
2015
Q4 		$1.08M Buy
18,939
+12,196
+181% +$691K 1.25% 35
2015
Q3 		$363K Buy
+6,743
New +$375K 0.64% 48
2015
Q2 		– Sell
-8,431
Closed -$454K – 130
2015
Q1 		$454K Buy
8,431
+934
+12% +$49K 0.34% 82
2014
Q4 		$382K Buy
+7,497
New +$368K 0.27% 85

Other funds holding PSL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return