MAI Capital Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

MAI Capital Management’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	–	Sell	-704	Closed	-$76.4K	–	4051
2026 Q1	$76.4K	Hold	704	–	–	﹤0.01%	1972
2025 Q4	$70.7K	Buy	704 +374	+113%	+$38.8K	﹤0.01%	1823
2025 Q3	$36.3K	Hold	330	–	–	﹤0.01%	2109
2025 Q2	$36.5K	Hold	330	–	–	﹤0.01%	2036
2025 Q1	$35.8K	Hold	330	–	–	﹤0.01%	1919
2024 Q4	$34.6K	Buy	+330	New	+$34.7K	﹤0.01%	1952

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

MAI Capital Management's PSL Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2026, closing a stake of 704 shares — an estimated $76.4K sold.

MAI Capital Management first reported a position in PSL in Q4 2024 and held it in 6 quarters. The position peaked at $76.4K in Q1 2026. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

MAI Capital Management reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 704 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2026, an estimated $76.4K.
MAI Capital Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $76.4K in Q1 2026.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.