Steward Partners Investment Advisory’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Steward Partners Investment Advisory’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	$179K	Hold	1,600	–	–	﹤0.01%	2287
2026 Q1	$174K	Hold	1,600	–	–	﹤0.01%	2092
2025 Q4	$161K	Hold	1,600	–	–	﹤0.01%	2038
2025 Q3	$176K	Hold	1,600	–	–	﹤0.01%	1936
2025 Q2	$177K	Hold	1,600	–	–	﹤0.01%	1812
2025 Q1	$173K	Hold	1,600	–	–	﹤0.01%	1721
2024 Q4	$168K	Hold	1,600	–	–	﹤0.01%	1708
2024 Q3	$163K	Hold	1,600	–	–	﹤0.01%	1630
2024 Q2	$156K	Hold	1,600	–	–	﹤0.01%	1566
2024 Q1	$156K	Hold	1,600	–	–	﹤0.01%	1547
2023 Q4	$146K	Hold	1,600	–	–	﹤0.01%	1511
2023 Q3	$134K	Hold	1,600	–	–	﹤0.01%	1443
2023 Q2	$139K	Hold	1,600	–	–	﹤0.01%	1432
2023 Q1	$138K	Hold	1,600	–	–	﹤0.01%	1445
2022 Q4	$132K	Hold	1,600	–	–	﹤0.01%	1429
2022 Q3	$120K	Hold	1,600	–	–	﹤0.01%	1424
2022 Q2	$126K	Hold	1,600	–	–	﹤0.01%	1401
2022 Q1	$137K	Hold	1,600	–	–	﹤0.01%	1465
2021 Q4	$146K	Hold	1,600	–	–	﹤0.01%	1437
2021 Q3	$143K	Hold	1,600	–	–	﹤0.01%	1414
2021 Q2	$150K	Hold	1,600	–	–	﹤0.01%	1786
2021 Q1	$148K	Hold	1,600	–	–	﹤0.01%	1430
2020 Q4	$139K	Hold	1,600	–	–	﹤0.01%	1224
2020 Q3	$121K	Hold	1,600	–	–	﹤0.01%	1145
2020 Q2	$104K	Hold	1,600	–	–	﹤0.01%	1140
2020 Q1	$90K	Hold	1,600	–	–	﹤0.01%	1036
2019 Q4	$118K	Buy	+1,600	New	+$115K	﹤0.01%	1063

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

Steward Partners Investment Advisory's PSL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) position steady in Q2 2026 at 1,600 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

Steward Partners Investment Advisory first reported a position in PSL in Q4 2019 and has held it in 27 quarters since. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Steward Partners Investment Advisory held 1,600 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $179K as of Q2 2026.
Steward Partners Investment Advisory left its Invesco Dorsey Wright Consumer Staples Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2287 holding.
Steward Partners Investment Advisory first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2019 and has held it in 27 quarters since.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.