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Howe & Rusling’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-260
Closed -$27.3K – 462
2024
Q4 		$27.3K Sell
260
-141
-35% -$14.8K ﹤0.01% 335
2024
Q3 		$40.8K Buy
+401
New +$39.6K ﹤0.01% 310

Other funds holding PSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 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
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Howe & Rusling's PSL Position: Q1 2025 in Review

Howe & Rusling sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2025, closing a stake of 260 shares — an estimated $27.3K sold.

Howe & Rusling first reported a position in PSL in Q3 2024 and held it in 2 quarters. The position peaked at $40.8K in Q3 2024. 61 funds tracked by Wall St. Rank hold PSL as of Q1 2025.

  • Howe & Rusling reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 260 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2025, an estimated $27.3K.
  • Howe & Rusling first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2024 and held it in 2 quarters.
  • Howe & Rusling's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $40.8K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.