COMPASS FINANCIAL MANAGEMENT LLC’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$30K	Buy	+268	New	+$29.6K	﹤0.01%	795

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

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

TRCT

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

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PSL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2026: 268 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

41 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 268 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $30K as of Q2 2026.
Invesco Dorsey Wright Consumer Staples Momentum ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #795 holding.
41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.