Selective Wealth Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Selective Wealth 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
2026 Q2	$211K	Buy	1,848 +1	+0.1%	+$111	0.06%	129
2026 Q1	$203K	Buy	+1,847	New	+$203K	0.06%	117
2025 Q4	–	Sell	-1,896	Closed	-$207K	–	112
2025 Q3	$207K	Buy	1,896 +1	+0.1%	+$110	0.07%	98
2025 Q2	$208K	Buy	1,895 +2	+0.1%	+$219	0.08%	95
2025 Q1	$203K	Buy	+1,893	New	+$205K	0.09%	95
2024 Q3	–	Sell	-2,114	Closed	-$202K	–	107
2024 Q2	$202K	Buy	+2,114	New	+$203K	0.09%	100
2023 Q3	–	Sell	-2,344	Closed	-$202K	–	102
2023 Q2	$202K	Buy	+2,344	New	+$203K	0.1%	116
2022 Q4	–	Sell	-2,318	Closed	-$173K	–	576
2022 Q3	$173K	Buy	2,318 +18	+0.8%	+$1.45K	0.07%	145
2022 Q2	$181K	Buy	2,300 +5	+0.2%	+$412	0.06%	152
2022 Q1	$196K	Buy	2,295 +8	+0.3%	+$682	0.07%	136
2021 Q4	$209K	Buy	2,287 +9	+0.4%	+$810	0.09%	120
2021 Q3	$204K	Buy	2,278 +9	+0.4%	+$824	0.11%	104
2021 Q2	$212K	Sell	2,269 -612	-21%	-$57.8K	0.17%	66
2021 Q1	$267K	Sell	2,881 -373	-11%	-$33.9K	0.24%	45
2020 Q4	$282K	Buy	3,254 +8	+0.2%	+$660	0.18%	40
2020 Q3	$246K	Buy	3,246 +8	+0.2%	+$593	0.19%	41
2020 Q2	$210K	Buy	3,238 +10	+0.3%	+$624	0.17%	42
2020 Q1	$182K	Buy	3,228 +5	+0.2%	+$343	0.29%	20
2019 Q4	$239K	Sell	3,223 -249	-7%	-$17.9K	0.29%	23
2019 Q3	$250K	Sell	3,472 -1,610	-32%	-$119K	0.34%	24
2019 Q2	$365K	Buy	+5,082	New	+$364K	0.59%	24

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

Selective Wealth Management's PSL Position: Q2 2026 in Review

Selective Wealth Management increased its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 0.05% in Q2 2026, buying an estimated $111 and bringing the position to 1,848 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #129.

Selective Wealth Management first reported a position in PSL in Q2 2019 and has held it in 21 quarters since. The position peaked at $365K in Q2 2019. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Selective Wealth Management held 1,848 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $211K as of Q2 2026.
Selective Wealth Management bought 1 Invesco Dorsey Wright Consumer Staples Momentum ETF share in Q2 2026, an estimated $111.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #129 holding.
Selective Wealth Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2019 and has held it in 21 quarters since.
Selective Wealth Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $365K in Q2 2019.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.