Raymond James Financial’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Raymond James 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	$226K	Sell	2,017 -416	-17%	-$46K	﹤0.01%	4980
2026 Q1	$264K	Sell	2,433 -381	-14%	-$41.8K	﹤0.01%	4726
2025 Q4	$283K	Sell	2,814 -590	-17%	-$61.2K	﹤0.01%	4614
2025 Q3	$374K	Buy	3,404 +39	+1%	+$4.3K	﹤0.01%	4284
2025 Q2	$372K	Sell	3,365 -235	-7%	-$25.7K	﹤0.01%	4175
2025 Q1	$390K	Buy	3,600 +44	+1%	+$4.77K	﹤0.01%	4073
2024 Q4	$373K	Buy	+3,556	New	+$374K	﹤0.01%	4065

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

Raymond James Financial's PSL Position: Q2 2026 in Review

Raymond James Financial reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 17% in Q2 2026, selling an estimated $46K and leaving 2,017 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #4980.

Raymond James Financial first reported a position in PSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q1 2025. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Raymond James Financial held 2,017 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $226K as of Q2 2026.
Raymond James Financial sold 416 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2026, an estimated $46K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4980 holding.
Raymond James Financial first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $390K in Q1 2025.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.