Avantax Advisory Services’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$545K Sell
4,927
-93
-2% -$10.2K ﹤0.01% 1536
2025
Q1
$544K Buy
5,020
+1
+0% +$108 ﹤0.01% 1456
2024
Q4
$527K Sell
5,019
-143
-3% -$15K ﹤0.01% 1408
2024
Q3
$526K Sell
5,162
-422
-8% -$41.7K ﹤0.01% 1382
2024
Q2
$543K Sell
5,584
-1,017
-15% -$97.8K ﹤0.01% 1311
2024
Q1
$645K Sell
6,601
-296
-4% -$27.8K 0.01% 929
2023
Q4
$631K Buy
6,897
+14
+0.2% +$1.18K 0.01% 888
2023
Q3
$574K Buy
+6,883
New +$595K 0.01% 890

Other funds holding PSL

Avantax Advisory Services's PSL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 1.9% in Q2 2025, selling an estimated $10.2K and leaving 4,927 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Avantax Advisory Services first reported a position in PSL in Q3 2023 and has held it in 8 quarters since. The position peaked at $645K in Q1 2024. 57 funds tracked by Wall St. Rank hold PSL as of Q2 2025.

  • Avantax Advisory Services held 4,927 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $545K as of Q2 2025.
  • Avantax Advisory Services sold 93 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2025, an estimated $10.2K.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1536 holding.
  • Avantax Advisory Services first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2023 and has held it in 8 quarters since.
  • Avantax Advisory Services's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $645K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.