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Compass Financial Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Compass Financial 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 		$30K Buy
+268
New +$29.6K ﹤0.01% 795

Other funds holding PSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Compass Financial Management's PSL Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #795 holding.
  • 54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.