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

Capital Investment Advisory Services’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	$64.4K	Buy	575 +1	+0.2%	+$111	﹤0.01%	896
2026 Q1	$62.3K	Buy	574 +1	+0.2%	+$110	﹤0.01%	820
2025 Q4	$57.6K	Buy	573 +1	+0.2%	+$104	﹤0.01%	802
2025 Q3	$62.9K	Buy	572 +1	+0.2%	+$110	0.01%	736
2025 Q2	$63.2K	Buy	571 +2	+0.4%	+$219	0.01%	715
2025 Q1	$61.7K	Buy	569 +1	+0.2%	+$108	0.01%	680
2024 Q4	$59.6K	Buy	568 +1	+0.2%	+$105	0.01%	634
2024 Q3	$57.8K	Hold	567	–	–	0.01%	663
2024 Q2	$55.1K	Buy	567 +1	+0.2%	+$96	0.01%	649
2024 Q1	$55.3K	Buy	566 +1	+0.2%	+$94	0.01%	643
2023 Q4	$51.7K	Buy	565 +3	+0.5%	+$252	﹤0.01%	661
2023 Q3	$46.9K	Buy	562 +1	+0.2%	+$86	﹤0.01%	635
2023 Q2	$48.7K	Buy	561 +3	+0.5%	+$260	﹤0.01%	604
2023 Q1	$48.1K	Buy	558 +1	+0.2%	+$84	0.01%	601
2022 Q4	$46K	Buy	557 +4	+0.7%	+$329	0.01%	623
2022 Q3	$41K	Buy	553 +2	+0.4%	+$161	0.01%	587
2022 Q2	$43K	Buy	551 +1	+0.2%	+$82	0.01%	606
2022 Q1	$47K	Buy	+550	New	+$46.9K	0.01%	630

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 Investment Advisory Services's PSL Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 0.17% in Q2 2026, buying an estimated $111 and bringing the position to 575 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Capital Investment Advisory Services first reported a position in PSL in Q1 2022 and has held it in 18 quarters since. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Capital Investment Advisory Services held 575 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $64.4K as of Q2 2026.
Capital Investment Advisory Services bought 1 Invesco Dorsey Wright Consumer Staples Momentum ETF share in Q2 2026, an estimated $111.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #896 holding.
Capital Investment Advisory Services first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2022 and has held it in 18 quarters since.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.