JNBA Financial Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

JNBA Financial 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 Q1	$174K	Sell	1,600 -57	-3%	-$6.25K	0.01%	193
2025 Q4	$166K	Sell	1,657 -497	-23%	-$51.5K	0.01%	193
2025 Q3	$237K	Hold	2,154	–	–	0.02%	171
2025 Q2	$238K	Hold	2,154	–	–	0.02%	170
2025 Q1	$233K	Sell	2,154 -280	-12%	-$30.4K	0.02%	169
2024 Q4	$255K	Sell	2,434 -82	-3%	-$8.62K	0.03%	163
2024 Q3	$256K	Sell	2,516 -338	-12%	-$33.4K	0.03%	168
2024 Q2	$277K	Hold	2,854	–	–	0.03%	167
2024 Q1	$279K	Sell	2,854 -28	-1%	-$2.63K	0.03%	172
2023 Q4	$264K	Sell	2,882 -25	-0.9%	-$2.1K	0.03%	178
2023 Q3	$243K	Hold	2,907	–	–	0.03%	177
2023 Q2	$252K	Hold	2,907	–	–	0.03%	179
2023 Q1	$250K	Hold	2,907	–	–	0.03%	177
2022 Q4	$240K	Hold	2,907	–	–	0.03%	177
2022 Q3	$217K	Sell	2,907 -210	-7%	-$16.9K	0.03%	176
2022 Q2	$245K	Sell	3,117 -32	-1%	-$2.64K	0.04%	168
2022 Q1	$270K	Sell	3,149 -284	-8%	-$24.2K	0.04%	164
2021 Q4	$314K	Hold	3,433	–	–	0.04%	165
2021 Q3	$307K	Hold	3,433	–	–	0.04%	161
2021 Q2	$321K	Hold	3,433	–	–	0.04%	157
2021 Q1	$318K	Hold	3,433	–	–	0.05%	154
2020 Q4	$297K	Hold	3,433	–	–	0.05%	144
2020 Q3	$261K	Hold	3,433	–	–	0.05%	135
2020 Q2	$223K	Hold	3,433	–	–	0.05%	145
2020 Q1	$193K	Hold	3,433	–	–	0.05%	143
2019 Q4	$254K	Hold	3,433	–	–	0.05%	141
2019 Q3	$248K	Hold	3,433	–	–	0.05%	135
2019 Q2	$247K	Sell	3,433 -103	-3%	-$7.38K	0.05%	138
2019 Q1	$251K	Hold	3,536	–	–	0.05%	130
2018 Q4	$231K	Buy	+3,536	New	+$248K	0.05%	121
2018 Q3	–	Sell	-3,536	Closed	-$250K	–	654
2018 Q2	$250K	Hold	3,536	–	–	0.05%	118
2018 Q1	$237K	Hold	3,536	–	–	0.05%	115
2017 Q4	$230K	Hold	3,536	–	–	0.05%	118
2017 Q3	$218K	Hold	3,536	–	–	0.05%	113
2017 Q2	$211K	Sell	3,536 -479	-12%	-$28.5K	0.05%	112
2017 Q1	$237K	Sell	4,015 -844	-17%	-$47.6K	0.06%	105
2016 Q4	$261K	Buy	+4,859	New	+$264K	0.06%	105
2016 Q3	–	Sell	-4,859	Closed	-$284K	–	1650
2016 Q2	$284K	Sell	4,859 -118	-2%	-$6.68K	0.08%	91
2016 Q1	$284K	Hold	4,977	–	–	0.1%	83
2015 Q4	$283K	Hold	4,977	–	–	0.11%	84
2015 Q3	$268K	Hold	4,977	–	–	0.11%	78
2015 Q2	$267K	Hold	4,977	–	–	0.1%	82
2015 Q1	$268K	Hold	4,977	–	–	0.1%	84
2014 Q4	$254K	Hold	4,977	–	–	0.1%	83
2014 Q3	$235K	Hold	4,977	–	–	0.11%	86
2014 Q2	$229K	Sell	4,977 -102	-2%	-$4.49K	0.11%	85
2014 Q1	$227K	Hold	5,079	–	–	0.12%	79
2013 Q4	$224K	Sell	5,079 -327	-6%	-$14.1K	0.12%	80
2013 Q3	$224K	Sell	5,406 -686	-11%	-$28.5K	0.14%	78
2013 Q2	$242K	Buy	+6,092	New	+$242K	0.17%	75

Other funds holding PSL

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JNBA Financial Advisors's PSL Position: Q1 2026 in Review

JNBA Financial Advisors reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 3.4% in Q1 2026, selling an estimated $6.25K and leaving 1,600 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #193.

JNBA Financial Advisors first reported a position in PSL in Q2 2013 and has held it in 50 quarters since. The position peaked at $321K in Q2 2021. 56 funds tracked by Wall St. Rank hold PSL as of Q1 2026.

JNBA Financial Advisors held 1,600 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $174K as of Q1 2026.
JNBA Financial Advisors sold 57 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2026, an estimated $6.25K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #193 holding.
JNBA Financial Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2013 and has held it in 50 quarters since.
JNBA Financial Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $321K in Q2 2021.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.