JWCA
PSL icon

J.W. Cole Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

J.W. Cole 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 		$676K Sell
6,040
-37
-0.6% -$4.09K 0.01% 901
2026
Q1 		$660K Sell
6,077
-35
-0.6% -$3.84K 0.02% 464
2025
Q4 		$614K Sell
6,112
-2,431
-28% -$252K 0.01% 817
2025
Q3 		$939K Buy
8,543
+4,154
+95% +$458K 0.02% 740
2025
Q2 		$486K Sell
4,389
-63
-1% -$6.88K 0.01% 926
2025
Q1 		$483K Buy
4,452
+19
+0.4% +$2.06K 0.02% 780
2024
Q4 		$465K Sell
4,433
-425
-9% -$44.7K 0.02% 627
2024
Q3 		$495K Sell
4,858
-191
-4% -$18.9K 0.02% 598
2024
Q2 		$491K Sell
5,049
-398
-7% -$38.3K 0.02% 524
2024
Q1 		$532K Buy
+5,447
New +$511K 0.03% 519
2020
Q1 		– Sell
-4,564
Closed -$338K – 394
2019
Q4 		$338K Buy
+4,564
New +$328K 0.04% 391

Other funds holding PSL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

J.W. Cole Advisors's PSL Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 0.61% in Q2 2026, selling an estimated $4.09K and leaving 6,040 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #901.

J.W. Cole Advisors first reported a position in PSL in Q4 2019 and has held it in 11 quarters since. The position peaked at $939K in Q3 2025. 24 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

  • J.W. Cole Advisors held 6,040 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $676K as of Q2 2026.
  • J.W. Cole Advisors sold 37 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2026, an estimated $4.09K.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #901 holding.
  • J.W. Cole Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2019 and has held it in 11 quarters since.
  • J.W. Cole Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $939K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.