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Pacific Sun Financial’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Pacific Sun Financial’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
Q1 		$355K Sell
3,273
-326
-9% -$35.8K 0.17% 153
2025
Q4 		$361K Sell
3,599
-502
-12% -$52.1K 0.17% 150
2025
Q3 		$451K Hold
4,101
– – 0.22% 127
2025
Q2 		$454K Sell
4,101
-480
-10% -$52.4K 0.24% 122
2025
Q1 		$496K Sell
4,581
-60
-1% -$6.51K 0.28% 112
2024
Q4 		$487K Sell
4,641
-180
-4% -$18.9K 0.27% 113
2024
Q3 		$491K Sell
4,821
-50
-1% -$4.94K 0.27% 109
2024
Q2 		$474K Hold
4,871
– – 0.28% 109
2024
Q1 		$476K Hold
4,871
– – 0.28% 112
2023
Q4 		$446K Sell
4,871
-140
-3% -$11.8K 0.28% 108
2023
Q3 		$418K Sell
5,011
-370
-7% -$32K 0.29% 107
2023
Q2 		$463K Buy
+5,381
New +$466K 0.31% 100
2022
Q4 		$445K Sell
5,381
-185
-3% -$15.2K 0.31% 101
2022
Q3 		$416K Sell
5,566
-40
-0.7% -$3.23K 0.29% 109
2022
Q2 		$440K Sell
5,606
-40
-0.7% -$3.3K 0.29% 106
2022
Q1 		$483K Buy
5,646
+205
+4% +$17.5K 0.26% 110
2021
Q4 		$498K Sell
5,441
-80
-1% -$7.2K 0.27% 109
2021
Q3 		$494K Buy
+5,521
New +$506K 0.28% 102
2020
Q3 		$467K Buy
6,151
+140
+2% +$10.4K 0.39% 85
2020
Q2 		$391K Buy
6,011
+598
+11% +$37.3K 0.35% 90
2020
Q1 		$305K Buy
5,413
+980
+22% +$67.2K 0.35% 94
2019
Q4 		$328K Buy
4,433
+518
+13% +$37.2K 0.29% 105
2019
Q3 		$282K Buy
3,915
+375
+11% +$27.7K 0.27% 110
2019
Q2 		$255K Buy
+3,540
New +$254K 0.24% 113

Other funds holding PSL

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pacific Sun Financial's PSL Position: Q1 2026 in Review

Pacific Sun Financial reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 9.1% in Q1 2026, selling an estimated $35.8K and leaving 3,273 shares worth $355K. The position accounts for 0.17% of the portfolio, ranked #153.

Pacific Sun Financial first reported a position in PSL in Q2 2019 and has held it in 24 quarters since. The position peaked at $498K in Q4 2021. 56 funds tracked by Wall St. Rank hold PSL as of Q1 2026.

  • Pacific Sun Financial held 3,273 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $355K as of Q1 2026.
  • Pacific Sun Financial sold 326 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2026, an estimated $35.8K.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.17% of Pacific Sun Financial's portfolio in Q1 2026, its #153 holding.
  • Pacific Sun Financial first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2019 and has held it in 24 quarters since.
  • Pacific Sun Financial's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $498K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.