MTM Investment Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

MTM Investment 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
2025 Q4	–	Sell	-899	Closed	-$98.8K	–	736
2025 Q3	$98.8K	Sell	899 -430	-32%	-$47.5K	0.03%	268
2025 Q2	$147K	Hold	1,329	–	–	0.05%	217
2025 Q1	$145K	Hold	1,329	–	–	0.06%	200
2024 Q4	$139K	Hold	1,329	–	–	0.05%	198
2024 Q3	$134K	Hold	1,329	–	–	0.05%	204
2024 Q2	$129K	Hold	1,329	–	–	0.05%	197
2024 Q1	$130K	Hold	1,329	–	–	0.05%	198
2023 Q4	$122K	Hold	1,329	–	–	0.06%	193
2023 Q3	$111K	Hold	1,329	–	–	0.06%	184
2023 Q2	$115K	Hold	1,329	–	–	0.06%	194
2023 Q1	$114K	Sell	1,329 -115	-8%	-$9.64K	0.06%	193
2022 Q4	$119K	Hold	1,444	–	–	0.06%	190
2022 Q3	$108K	Hold	1,444	–	–	0.06%	188
2022 Q2	$115K	Hold	1,444	–	–	0.06%	191
2022 Q1	$124K	Hold	1,444	–	–	0.06%	202
2021 Q4	$132K	Hold	1,444	–	–	0.06%	200
2021 Q3	$129K	Hold	1,444	–	–	0.07%	182
2021 Q2	$135K	Hold	1,444	–	–	0.07%	180
2021 Q1	$134K	Hold	1,444	–	–	0.08%	171
2020 Q4	$125K	Buy	+1,444	New	+$119K	0.08%	160

Other funds holding PSL

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

MTM Investment Management's PSL Position: Q4 2025 in Review

MTM Investment Management sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2025, closing a stake of 899 shares — an estimated $98.8K sold.

MTM Investment Management first reported a position in PSL in Q4 2020 and held it in 20 quarters. The position peaked at $147K in Q2 2025. 59 funds tracked by Wall St. Rank hold PSL as of Q4 2025.

MTM Investment Management reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2025 after selling out during the quarter.
MTM Investment Management sold 899 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2025, an estimated $98.8K.
MTM Investment Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2020 and held it in 20 quarters.
MTM Investment Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $147K in Q2 2025.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2025.

Based on MTM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.