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

Atala 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
2025
Q2 		– Sell
-202
Closed -$21.9K – 367
2025
Q1 		$21.9K Hold
202
– – 0.02% 233
2024
Q4 		$21.2K Buy
+202
New +$21.2K 0.01% 246

Other funds holding PSL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Atala Financial's PSL Position: Q2 2025 in Review

Atala Financial sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2025, closing a stake of 202 shares — an estimated $21.9K sold.

Atala Financial first reported a position in PSL in Q4 2024 and held it in 2 quarters. The position peaked at $21.9K in Q1 2025. 57 funds tracked by Wall St. Rank hold PSL as of Q2 2025.

  • Atala Financial reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 202 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2025, an estimated $21.9K.
  • Atala Financial first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $21.9K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.