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Key Financial Inc’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Key Financial Inc’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 		$12.3K Hold
110
– – ﹤0.01% 822
2026
Q1 		$11.9K Hold
110
– – ﹤0.01% 841
2025
Q4 		$11K Hold
110
– – ﹤0.01% 861
2025
Q3 		$12K Hold
110
– – ﹤0.01% 838
2025
Q2 		$12.2K Hold
110
– – ﹤0.01% 798
2025
Q1 		$11.9K Buy
+110
New +$11.9K ﹤0.01% 779

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
Susquehanna International Group
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
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

Key Financial Inc's PSL Position: Q2 2026 in Review

Key Financial Inc held its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) position steady in Q2 2026 at 110 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Key Financial Inc first reported a position in PSL in Q1 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

  • Key Financial Inc held 110 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $12.3K as of Q2 2026.
  • Key Financial Inc left its Invesco Dorsey Wright Consumer Staples Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #822 holding.
  • Key Financial Inc first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.