Cambridge Investment Research Advisors
PSL icon

Cambridge Investment Research Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$882K Sell
7,872
-111
-1% -$12.3K ﹤0.01% 2430
2026
Q1 		$867K Sell
7,983
-15,365
-66% -$1.69M ﹤0.01% 2298
2025
Q4 		$2.35M Sell
23,348
-6,445
-22% -$668K 0.01% 1397
2025
Q3 		$3.27M Buy
29,793
+269
+0.9% +$29.7K 0.01% 1162
2025
Q2 		$3.27M Buy
29,524
+22,856
+343% +$2.5M 0.01% 1100
2025
Q1 		$723K Buy
6,668
+756
+13% +$82K ﹤0.01% 2130
2024
Q4 		$620K Buy
5,912
+61
+1% +$6.41K ﹤0.01% 2253
2024
Q3 		$596K Sell
5,851
-195
-3% -$19.2K ﹤0.01% 2259
2024
Q2 		$588K Buy
6,046
+821
+16% +$79K ﹤0.01% 2168
2024
Q1 		$510K Sell
5,225
-160
-3% -$15K ﹤0.01% 2259
2023
Q4 		$493K Sell
5,385
-66
-1% -$5.55K ﹤0.01% 2182
2023
Q3 		$455K Sell
5,451
-2,320
-30% -$201K ﹤0.01% 2158
2023
Q2 		$674K Buy
7,771
+1,635
+27% +$142K ﹤0.01% 1905
2023
Q1 		$528K Sell
6,136
-149
-2% -$12.5K ﹤0.01% 2043
2022
Q4 		$520K Buy
6,285
+316
+5% +$26K ﹤0.01% 1982
2022
Q3 		$447K Sell
5,969
-96
-2% -$7.75K ﹤0.01% 2030
2022
Q2 		$476K Sell
6,065
-105
-2% -$8.66K ﹤0.01% 2002
2022
Q1 		$528K Sell
6,170
-671
-10% -$57.2K ﹤0.01% 2057
2021
Q4 		$626K Sell
6,841
-8,111
-54% -$730K ﹤0.01% 1933
2021
Q3 		$1.34M Sell
14,952
-464
-3% -$42.5K 0.01% 1325
2021
Q2 		$1.44M Buy
+15,416
New +$1.46M 0.01% 1299
2021
Q1 		– Sell
-15,051
Closed -$1.3M – 2967
2020
Q4 		$1.3M Sell
15,051
-795
-5% -$65.6K 0.01% 1151
2020
Q3 		$1.2M Sell
15,846
-2,023
-11% -$150K 0.01% 1082
2020
Q2 		$1.16M Sell
17,869
-2,623
-13% -$164K 0.01% 1038
2020
Q1 		$1.15M Buy
20,492
+618
+3% +$42.4K 0.01% 902
2019
Q4 		$1.47M Sell
19,874
-1,057
-5% -$75.9K 0.01% 944
2019
Q3 		$1.51M Buy
20,931
+3,894
+23% +$287K 0.01% 862
2019
Q2 		$1.23M Buy
17,037
+3,608
+27% +$259K 0.01% 932
2019
Q1 		$953K Sell
13,429
-1,575
-10% -$108K 0.01% 1058
2018
Q4 		$978K Buy
15,004
+8,109
+118% +$569K 0.01% 946
2018
Q3 		$495K Buy
6,895
+1,398
+25% +$101K ﹤0.01% 1451
2018
Q2 		$389K Buy
+5,497
New +$379K ﹤0.01% 1555
2017
Q4 		– Sell
-6,650
Closed -$409K – 2146
2017
Q3 		$409K Buy
+6,650
New +$403K 0.01% 1358
2016
Q3 		– Sell
-9,676
Closed -$565K – 1778
2016
Q2 		$565K Buy
+9,676
New +$548K 0.01% 879
2016
Q1 		– Sell
-4,220
Closed -$240K – 1646
2015
Q4 		$240K Buy
+4,220
New +$239K 0.01% 1246
2015
Q2 		– Sell
-6,851
Closed -$369K – 1482
2015
Q1 		$369K Buy
6,851
+2,561
+60% +$134K 0.01% 952
2014
Q4 		$219K Buy
+4,290
New +$211K 0.01% 1168

Other funds holding PSL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Cambridge Investment Research Advisors's PSL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 1.4% in Q2 2026, selling an estimated $12.3K and leaving 7,872 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Cambridge Investment Research Advisors first reported a position in PSL in Q4 2014 and has held it in 37 quarters since. The position peaked at $3.27M in Q3 2025. 24 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

  • Cambridge Investment Research Advisors held 7,872 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $882K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 111 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2026, an estimated $12.3K.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2430 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2014 and has held it in 37 quarters since.
  • Cambridge Investment Research Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $3.27M in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.