Capital Analysts LLC’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Capital Analysts LLC’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	$55K	Sell	493 -192	-28%	-$21.2K	﹤0.01%	970
2026 Q1	$74K	Hold	685	–	–	﹤0.01%	866
2025 Q4	$69K	Buy	685 +169	+33%	+$17.5K	﹤0.01%	851
2025 Q3	$57K	Sell	516 -51	-9%	-$5.63K	﹤0.01%	853
2025 Q2	$63K	Hold	567	–	–	﹤0.01%	765
2025 Q1	$61K	Sell	567 -11	-2%	-$1.19K	﹤0.01%	749
2024 Q4	$61K	Sell	578 -120	-17%	-$12.6K	﹤0.01%	712
2024 Q3	$71K	Buy	698 +214	+44%	+$21.1K	﹤0.01%	656
2024 Q2	$47K	Buy	484 +76	+19%	+$7.31K	﹤0.01%	715
2024 Q1	$40K	Sell	408 -274	-40%	-$25.7K	﹤0.01%	714
2023 Q4	$62K	Buy	682 +442	+184%	+$37.2K	﹤0.01%	609
2023 Q3	$20K	Buy	+240	New	+$20.8K	﹤0.01%	768
2020 Q4	–	Sell	-238	Closed	-$18K	–	796
2020 Q3	$18K	Buy	+238	New	+$17.6K	﹤0.01%	520

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

Capital Analysts LLC's PSL Position: Q2 2026 in Review

Capital Analysts LLC reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 28% in Q2 2026, selling an estimated $21.2K and leaving 493 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Capital Analysts LLC first reported a position in PSL in Q3 2020 and has held it in 13 quarters since. The position peaked at $74K in Q1 2026. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Capital Analysts LLC held 493 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $55K as of Q2 2026.
Capital Analysts LLC sold 192 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2026, an estimated $21.2K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #970 holding.
Capital Analysts LLC first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2020 and has held it in 13 quarters since.
Capital Analysts LLC's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $74K in Q1 2026.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.