Transamerica Financial Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.9K | Sell |
183
-12
| -6% | -$1.32K | ﹤0.01% | 804 |
|
|
2025
Q4 | $19.6K | Sell |
195
-1
| -0.5% | -$104 | ﹤0.01% | 726 |
|
|
2025
Q3 | $21.5K | Sell |
196
-79
| -29% | -$8.72K | ﹤0.01% | 593 |
|
|
2025
Q2 | $30.4K | Sell |
275
-656
| -70% | -$71.7K | ﹤0.01% | 325 |
|
|
2025
Q1 | $101K | Sell |
931
-114
| -11% | -$12.4K | 0.01% | 267 |
|
|
2024
Q4 | $110K | Sell |
1,045
-7
| -0.7% | -$736 | 0.01% | 260 |
|
|
2024
Q3 | $108K | Sell |
1,052
-527
| -33% | -$52K | 0.01% | 264 |
|
|
2024
Q2 | $154K | Hold |
1,579
| – | – | 0.02% | 207 |
|
|
2024
Q1 | $155K | Sell |
1,579
-607
| -28% | -$56.9K | 0.02% | 228 |
|
|
2023
Q4 | $201K | Sell |
2,186
-2,988
| -58% | -$251K | 0.03% | 240 |
|
|
2023
Q3 | $432K | Sell |
5,174
-167,822
| -97% | -$14.5M | 0.06% | 171 |
|
|
2023
Q2 | $15M | Sell |
172,996
-3,255
| -2% | -$282K | 1.95% | 8 |
|
|
2023
Q1 | $15.2M | Buy |
176,251
+2,888
| +2% | +$242K | 2.01% | 9 |
|
|
2022
Q4 | $14.3M | Sell |
173,363
-3,006
| -2% | -$247K | 2.04% | 9 |
|
|
2022
Q3 | $13.2M | Sell |
176,369
-6,521
| -4% | -$526K | 1.94% | 8 |
|
|
2022
Q2 | $14.4M | Buy |
+182,890
| New | +$15.1M | 2.03% | 9 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$1K | – | 405 |
|
|
2020
Q2 | $1K | Buy |
+10
| New | +$624 | ﹤0.01% | 461 |
|
|
2019
Q3 | – | Sell |
-86
| Closed | -$7K | – | 417 |
|
|
2019
Q2 | $7K | Buy |
+86
| New | +$6.17K | ﹤0.01% | 320 |
|
|
2019
Q1 | – | Sell |
-94
| Closed | -$7K | – | 371 |
|
|
2018
Q4 | $7K | Buy |
94
+9
| +11% | +$631 | ﹤0.01% | 305 |
|
|
2018
Q3 | $7K | Sell |
85
-21
| -20% | -$1.51K | ﹤0.01% | 317 |
|
|
2018
Q2 | $8K | Sell |
106
-17
| -14% | -$1.17K | ﹤0.01% | 268 |
|
|
2018
Q1 | $9K | Sell |
123
-21
| -15% | -$1.39K | ﹤0.01% | 270 |
|
|
2017
Q4 | $10K | Sell |
144
-23
| -14% | -$1.45K | ﹤0.01% | 269 |
|
|
2017
Q3 | $11K | Sell |
167
-14
| -8% | -$849 | ﹤0.01% | 270 |
|
|
2017
Q2 | $11K | Sell |
181
-57
| -24% | -$3.4K | ﹤0.01% | 249 |
|
|
2017
Q1 | $14K | Sell |
238
-111
| -32% | -$6.26K | ﹤0.01% | 248 |
|
|
2016
Q4 | $19K | Sell |
349
-278,336
| -100% | -$15.1M | ﹤0.01% | 235 |
|
|
2016
Q3 | $15.7M | Sell |
278,685
-78,343
| -22% | -$4.53M | 1.7% | 9 |
|
|
2016
Q2 | $20.9M | Sell |
357,028
-134,988
| -27% | -$7.65M | 2.1% | 7 |
|
|
2016
Q1 | $28M | Sell |
492,016
-187,264
| -28% | -$10.3M | 2.37% | 5 |
|
|
2015
Q4 | $38.6M | Buy |
679,280
+142,587
| +27% | +$8.08M | 2.83% | 5 |
|
|
2015
Q3 | $28.9M | Buy |
536,693
+536,591
| +526,070% | +$29.8M | 2.32% | 6 |
|
|
2015
Q2 | $6K | Sell |
102
-1,319
| -93% | -$70.2K | ﹤0.01% | 685 |
|
|
2015
Q1 | $77K | Buy |
+1,421
| New | +$74.5K | 0.01% | 391 |
|
Other funds holding PSL
MWM
Transamerica Financial Advisors's PSL Position: Q1 2026 in Review
Transamerica Financial Advisors reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 6.2% in Q1 2026, selling an estimated $1.32K and leaving 183 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #804.
Transamerica Financial Advisors first reported a position in PSL in Q1 2015 and has held it in 34 quarters since. The position peaked at $38.6M in Q4 2015. 56 funds tracked by Wall St. Rank hold PSL as of Q1 2026.
- Transamerica Financial Advisors held 183 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $19.9K as of Q1 2026.
- Transamerica Financial Advisors sold 12 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2026, an estimated $1.32K.
- Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #804 holding.
- Transamerica Financial Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2015 and has held it in 34 quarters since.
- Transamerica Financial Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $38.6M in Q4 2015.
- 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2026.
Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.