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 Q3	$11.7K	Hold	110	–	–	﹤0.01%	826
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Key Financial Inc's PSL Position: Q3 2026 in Review

Key Financial Inc held its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) position steady in Q3 2026 at 110 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Key Financial Inc first reported a position in PSL in Q1 2025 and has held it in 7 quarters since. The position peaked at $12.3K in Q2 2026. 26 funds tracked by Wall St. Rank hold PSL as of Q3 2026.

Key Financial Inc held 110 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $11.7K as of Q3 2026.
Key Financial Inc left its Invesco Dorsey Wright Consumer Staples Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #826 holding.
Key Financial Inc first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2025 and has held it in 7 quarters since.
Key Financial Inc's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $12.3K in Q2 2026.
26 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.