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GWN Securities’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

GWN Securities’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
Q2 		– Sell
-5,293
Closed -$574K – 639
2025
Q1 		$574K Buy
+5,293
New +$574K 0.03% 426

Other funds holding PSL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

GWN Securities's PSL Position: Q2 2025 in Review

GWN Securities sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2025, closing a stake of 5,293 shares — an estimated $574K sold.

GWN Securities first reported a position in PSL in Q1 2025 and held it in 1 quarter. The position peaked at $574K in Q1 2025. 57 funds tracked by Wall St. Rank hold PSL as of Q2 2025.

  • GWN Securities reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 5,293 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2025, an estimated $574K.
  • GWN Securities first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $574K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.