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 Q2	$355K	Sell	3,173 -100	-3%	-$11.1K	0.15%	163
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

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

Pacific Sun Financial's PSL Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 3.1% in Q2 2026, selling an estimated $11.1K and leaving 3,173 shares worth $355K. The position accounts for 0.15% of the portfolio, ranked #163.

Pacific Sun Financial first reported a position in PSL in Q2 2019 and has held it in 25 quarters since. The position peaked at $498K in Q4 2021. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Pacific Sun Financial held 3,173 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $355K as of Q2 2026.
Pacific Sun Financial sold 100 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2026, an estimated $11.1K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.15% of Pacific Sun Financial's portfolio in Q2 2026, its #163 holding.
Pacific Sun Financial first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2019 and has held it in 25 quarters since.
Pacific Sun Financial's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $498K in Q4 2021.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.