Sigma Planning Corp’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Sigma Planning Corp’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	$356K	Sell	3,182 -4	-0.1%	-$442	0.01%	1061
2026 Q1	$346K	Sell	3,186 -4	-0.1%	-$439	0.01%	990
2025 Q4	$320K	Sell	3,190 -13	-0.4%	-$1.35K	0.01%	996
2025 Q3	$352K	Hold	3,203	–	–	0.01%	966
2025 Q2	$355K	Buy	3,203 +69	+2%	+$7.54K	0.01%	933
2025 Q1	$340K	Buy	3,134 +230	+8%	+$24.9K	0.01%	901
2024 Q4	$305K	Sell	2,904 -34	-1%	-$3.57K	0.01%	920
2024 Q3	$299K	Hold	2,938	–	–	0.01%	953
2024 Q2	$286K	Sell	2,938 -260	-8%	-$25K	0.01%	947
2024 Q1	$312K	Buy	+3,198	New	+$300K	0.01%	944
2023 Q4	–	Sell	-37,451	Closed	-$3.13M	–	1095
2023 Q3	$3.13M	Buy	37,451 +10,703	+40%	+$926K	0.12%	174
2023 Q2	$2.32M	Sell	26,748 -8,063	-23%	-$698K	0.08%	257
2023 Q1	$3M	Buy	34,811 +31,521	+958%	+$2.64M	0.1%	214
2022 Q4	$272K	Hold	3,290	–	–	0.01%	1008
2022 Q3	$246K	Hold	3,290	–	–	0.01%	1023
2022 Q2	$258K	Buy	3,290 +167	+5%	+$13.8K	0.01%	1053
2022 Q1	$267K	Buy	3,123 +490	+19%	+$41.8K	0.01%	1118
2021 Q4	$241K	Hold	2,633	–	–	0.01%	1192
2021 Q3	$236K	Sell	2,633 -30	-1%	-$2.75K	0.01%	1178
2021 Q2	$249K	Buy	2,663 +30	+1%	+$2.83K	0.01%	1189
2021 Q1	$244K	Hold	2,633	–	–	0.01%	1107
2020 Q4	$228K	Buy	+2,633	New	+$217K	0.01%	1035
2020 Q1	–	Sell	-2,808	Closed	-$208K	–	1058
2019 Q4	$208K	Sell	2,808 -20,617	-88%	-$1.48M	0.01%	944
2019 Q3	$1.69M	Buy	+23,425	New	+$1.73M	0.08%	256
2019 Q2	–	Sell	-2,823	Closed	-$200K	–	1032
2019 Q1	$200K	Buy	+2,823	New	+$193K	0.01%	856

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 $308M AUM 16.5% 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

Sigma Planning Corp's PSL Position: Q2 2026 in Review

Sigma Planning Corp reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 0.13% in Q2 2026, selling an estimated $442 and leaving 3,182 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #1061.

Sigma Planning Corp first reported a position in PSL in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.13M in Q3 2023. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Sigma Planning Corp held 3,182 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $356K as of Q2 2026.
Sigma Planning Corp sold 4 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2026, an estimated $442.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1061 holding.
Sigma Planning Corp first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2019 and has held it in 25 quarters since.
Sigma Planning Corp's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $3.13M in Q3 2023.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.