Farther Finance Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Farther Finance Advisors’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	$670K	Buy	5,981 +558	+10%	+$61.7K	0.01%	1343
2026 Q1	$586K	Hold	5,423	–	–	0.01%	1295
2025 Q4	$545K	Buy	5,423 +65	+1%	+$6.74K	0.01%	1243
2025 Q3	$589K	Hold	5,358	–	–	0.01%	997
2025 Q2	$593K	Hold	5,358	–	–	0.01%	831
2025 Q1	$585K	Buy	+5,358	New	+$581K	0.01%	721

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

Farther Finance Advisors's PSL Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 10% in Q2 2026, buying an estimated $61.7K and bringing the position to 5,981 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #1343.

Farther Finance Advisors first reported a position in PSL in Q1 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Farther Finance Advisors held 5,981 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $670K as of Q2 2026.
Farther Finance Advisors bought 558 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2026, an estimated $61.7K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1343 holding.
Farther Finance Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2025 and has held it in 6 quarters since.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.