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

Financial Management Professionals’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
2025 Q3	–	Sell	-25,088	Closed	-$2.78M	–	1039
2025 Q2	$2.78M	Buy	+25,088	New	+$2.74M	0.31%	33
2016 Q1	–	Sell	-85,637	Closed	-$4.86M	–	267
2015 Q4	$4.86M	Buy	85,637 +26,498	+45%	+$1.5M	2.49%	7
2015 Q3	$3.19M	Buy	+59,139	New	+$3.29M	2.16%	13

Other funds holding PSL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JWCA

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

Financial Management Professionals's PSL Position: Q3 2025 in Review

Financial Management Professionals sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2025, closing a stake of 25,088 shares — an estimated $2.78M sold.

Financial Management Professionals first reported a position in PSL in Q3 2015 and held it in 3 quarters. The position peaked at $4.86M in Q4 2015. 58 funds tracked by Wall St. Rank hold PSL as of Q3 2025.

Financial Management Professionals reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 25,088 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2025, an estimated $2.78M.
Financial Management Professionals first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2015 and held it in 3 quarters.
Financial Management Professionals's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $4.86M in Q4 2015.
58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.