Independent Wealth Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Independent Wealth 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	$258K	Buy	2,306 +1	+0%	+$111	0.23%	68
2026 Q1	$250K	Sell	2,305 -203	-8%	-$22.3K	0.25%	63
2025 Q4	$252K	Buy	+2,508	New	+$260K	0.26%	56

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

Independent Wealth Advisors's PSL Position: Q2 2026 in Review

Independent Wealth Advisors increased its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 0.04% in Q2 2026, buying an estimated $111 and bringing the position to 2,306 shares worth $258K. The position accounts for 0.23% of the portfolio, ranked #68.

Independent Wealth Advisors first reported a position in PSL in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Independent Wealth Advisors held 2,306 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $258K as of Q2 2026.
Independent Wealth Advisors bought 1 Invesco Dorsey Wright Consumer Staples Momentum ETF share in Q2 2026, an estimated $111.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.23% of Independent Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Independent Wealth Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2025 and has held it in 3 quarters since.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.