Envision Financial Transparency’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Envision Financial Transparency’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	$266K	Buy	+4,927	New	+$545K	0.23%	50

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 $299M AUM 22.87% 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

TRCT

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

Envision Financial Transparency's PSL Position: Q2 2026 in Review

Envision Financial Transparency opened a new position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2026: 4,927 shares worth $266K. The stake represents 0.23% of the portfolio and ranks #50 among its holdings.

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

Envision Financial Transparency held 4,927 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $266K as of Q2 2026.
Invesco Dorsey Wright Consumer Staples Momentum ETF was a new Envision Financial Transparency position in Q2 2026.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.23% of Envision Financial Transparency's portfolio in Q2 2026, its #50 holding.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.