Bellevue Asset Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Bellevue Asset Management’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
2026 Q2	$65K	Hold	580	–	–	0.03%	150
2026 Q1	$63K	Hold	580	–	–	0.03%	139
2025 Q4	$58.2K	Hold	580	–	–	0.02%	144
2025 Q3	$63.8K	Hold	580	–	–	0.03%	132
2025 Q2	$64.2K	Hold	580	–	–	0.03%	133
2025 Q1	$62.9K	Hold	580	–	–	0.03%	134
2024 Q4	$60.8K	Hold	580	–	–	0.03%	137
2024 Q3	$59.1K	Hold	580	–	–	0.03%	146
2024 Q2	$56.2K	Hold	580	–	–	0.03%	139
2024 Q1	$56.6K	Hold	580	–	–	0.03%	137
2023 Q4	$53.1K	Hold	580	–	–	0.05%	144
2023 Q3	$48.3K	Hold	580	–	–	0.03%	144
2023 Q2	$50.3K	Hold	580	–	–	0.03%	149
2023 Q1	$49.9K	Sell	580 -100	-15%	-$8.38K	0.03%	147
2022 Q4	$55.8K	Hold	680	–	–	0.04%	138
2022 Q3	$51K	Hold	680	–	–	0.04%	147
2022 Q2	$54K	Hold	680	–	–	0.04%	146
2022 Q1	$58K	Hold	680	–	–	0.04%	155
2021 Q4	$62K	Sell	680 -152	-18%	-$13.7K	0.04%	157
2021 Q3	$75K	Hold	832	–	–	0.05%	145
2021 Q2	$78K	Sell	832 -105	-11%	-$9.92K	0.05%	140
2021 Q1	$87K	Sell	937 -87	-8%	-$7.9K	0.05%	129
2020 Q4	$92K	Sell	1,024 -115	-10%	-$9.48K	0.06%	121
2020 Q3	$86K	Hold	1,139	–	–	0.06%	120
2020 Q2	$74K	Hold	1,139	–	–	0.08%	124
2020 Q1	$70K	Sell	1,139 -727	-39%	-$49.9K	0.07%	130
2019 Q4	$138K	Buy	+1,866	New	+$134K	0.11%	89

Other funds holding PSL

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

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

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

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Bellevue Asset Management's PSL Position: Q2 2026 in Review

Bellevue Asset Management held its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) position steady in Q2 2026 at 580 shares worth $65K. The position accounts for 0.03% of the portfolio, ranked #150.

Bellevue Asset Management first reported a position in PSL in Q4 2019 and has held it in 27 quarters since. The position peaked at $138K in Q4 2019. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Bellevue Asset Management held 580 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $65K as of Q2 2026.
Bellevue Asset Management left its Invesco Dorsey Wright Consumer Staples Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.03% of Bellevue Asset Management's portfolio in Q2 2026, its #150 holding.
Bellevue Asset Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $138K in Q4 2019.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.