Global Retirement Partners’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Global Retirement Partners’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	$88.3K	Buy	+788	New	+$87.2K	﹤0.01%	2146
2025 Q4	$78.9K	Sell	786 -59	-7%	-$6.12K	﹤0.01%	2056
2025 Q3	$92.8K	Buy	845 +2	+0.2%	+$221	﹤0.01%	1547
2025 Q2	$93.3K	Buy	+843	New	+$92.1K	﹤0.01%	1471
2024 Q4	$89.9K	Buy	857 +152	+22%	+$16K	﹤0.01%	1332
2024 Q3	$71.8K	Buy	705 +91	+15%	+$8.98K	﹤0.01%	1388
2024 Q2	$59.7K	Buy	614 +1	+0.2%	+$96	﹤0.01%	1441
2024 Q1	$59.9K	Sell	613 -99	-14%	-$9.29K	﹤0.01%	1331
2023 Q4	$65.2K	Buy	712 +3	+0.4%	+$252	﹤0.01%	1239
2023 Q3	$57.7K	Buy	709 +2	+0.3%	+$173	﹤0.01%	1201
2023 Q2	$61.4K	Buy	707 +2	+0.3%	+$173	﹤0.01%	1178
2023 Q1	$62.1K	Buy	705 +202	+40%	+$16.9K	﹤0.01%	1141
2022 Q4	$41.6K	Buy	503 +103	+26%	+$8.48K	﹤0.01%	1171
2022 Q3	$33K	Buy	400 +300	+300%	+$24.2K	﹤0.01%	1176
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	1745
2022 Q1	$8K	Buy	+100	New	+$8.52K	﹤0.01%	1727

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 $308M AUM 16.5% 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

Global Retirement Partners's PSL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2026: 788 shares worth $88.3K. The stake represents ﹤0.01% of the portfolio and ranks #2146 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PSL as recently as Q4 2025.

Global Retirement Partners first reported a position in PSL in Q1 2022 and has held it in 16 quarters since. The position peaked at $93.3K in Q2 2025. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Global Retirement Partners held 788 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $88.3K as of Q2 2026.
Invesco Dorsey Wright Consumer Staples Momentum ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2146 holding.
Global Retirement Partners first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $93.3K in Q2 2025.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.