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Park Square Financial Group’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-6
Closed -$664 – 780
2025
Q2 		$664 Hold
6
– – ﹤0.01% 966
2025
Q1 		$650 Hold
6
– – ﹤0.01% 920
2024
Q4 		$630 Buy
+6
New +$631 ﹤0.01% 914

Other funds holding PSL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Park Square Financial Group's PSL Position: Q3 2025 in Review

Park Square Financial Group sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2025, closing a stake of 6 shares — an estimated $664 sold.

Park Square Financial Group first reported a position in PSL in Q4 2024 and held it in 3 quarters. The position peaked at $664 in Q2 2025. 58 funds tracked by Wall St. Rank hold PSL as of Q3 2025.

  • Park Square Financial Group reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 6 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2025, an estimated $664.
  • Park Square Financial Group first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $664 in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.