Meridian Wealth Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Meridian Wealth 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	$226K	Hold	2,022	–	–	0.01%	759
2026 Q1	$219K	Hold	2,022	–	–	0.01%	730
2025 Q4	$203K	Hold	2,022	–	–	0.01%	724
2025 Q3	$222K	Hold	2,022	–	–	0.01%	652
2025 Q2	$224K	Hold	2,022	–	–	0.01%	623
2025 Q1	$219K	Hold	2,022	–	–	0.01%	583
2024 Q4	$212K	Hold	2,022	–	–	0.01%	594
2024 Q3	$206K	Buy	+2,022	New	+$200K	0.01%	605

Other funds holding PSL

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Meridian Wealth Management's PSL Position: Q2 2026 in Review

Meridian Wealth Management held its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) position steady in Q2 2026 at 2,022 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #759.

Meridian Wealth Management first reported a position in PSL in Q3 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Meridian Wealth Management held 2,022 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $226K as of Q2 2026.
Meridian Wealth Management 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 Meridian Wealth Management's portfolio in Q2 2026, its #759 holding.
Meridian Wealth Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2024 and has held it in 8 quarters since.
24 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.