WealthBridge Capital Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

WealthBridge Capital 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 Q3	$856K	Sell	8,051 -20	-0.2%	-$2.26K	0.17%	94
2026 Q2	$904K	Hold	8,071	–	–	0.18%	93
2026 Q1	$876K	Sell	8,071 -240	-3%	-$26.3K	0.2%	89
2025 Q4	$835K	Sell	8,311 -10	-0.1%	-$1.04K	0.19%	87
2025 Q3	$915K	Hold	8,321	–	–	0.21%	83
2025 Q2	$921K	Buy	8,321 +80	+1%	+$8.74K	0.23%	77
2025 Q1	$893K	Hold	8,241	–	–	0.25%	77
2024 Q4	$865K	Hold	8,241	–	–	0.24%	76
2024 Q3	$839K	Sell	8,241 -20	-0.2%	-$1.97K	0.24%	79
2024 Q2	$803K	Hold	8,261	–	–	0.26%	70
2024 Q1	$807K	Hold	8,261	–	–	0.27%	67
2023 Q4	$756K	Hold	8,261	–	–	0.28%	68
2023 Q3	$689K	Hold	8,261	–	–	0.28%	67
2023 Q2	$717K	Hold	8,261	–	–	0.29%	67
2023 Q1	$711K	Hold	8,261	–	–	0.28%	70
2022 Q4	$683K	Hold	8,261	–	–	0.29%	72
2022 Q3	$649K	Hold	8,261	–	–	0.28%	77
2022 Q2	$649K	Hold	8,261	–	–	0.28%	77
2022 Q1	$707K	Sell	8,261 -200	-2%	-$17K	0.26%	81
2021 Q4	$774K	Sell	8,461 -150	-2%	-$13.5K	0.29%	77
2021 Q3	$770K	Sell	8,611 -50	-0.6%	-$4.58K	0.29%	73
2021 Q2	$811K	Sell	8,661 -40	-0.5%	-$3.78K	0.3%	75
2021 Q1	$806K	Sell	8,701 -300	-3%	-$27.2K	0.33%	63
2020 Q4	$780K	Sell	9,001 -60	-0.7%	-$4.95K	0.34%	63
2020 Q3	$688K	Hold	9,061	–	–	0.35%	62
2020 Q2	$589K	Sell	9,061 -150	-2%	-$9.36K	0.33%	61
2020 Q1	$518K	Buy	9,211 +2,291	+33%	+$157K	0.36%	61
2019 Q4	$513K	Hold	6,920	–	–	0.33%	65
2019 Q3	$499K	Sell	6,920 -855	-11%	-$63K	0.36%	65
2019 Q2	$507K	Buy	7,775 +55	+0.7%	+$3.94K	0.46%	53
2019 Q1	$558K	Sell	7,720 -55	-0.7%	-$3.76K	0.35%	57
2018 Q4	$507K	Buy	+7,775	New	+$545K	0.39%	53

Other funds holding PSL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

WealthBridge Capital Management's PSL Position: Q3 2026 in Review

WealthBridge Capital Management reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 0.25% in Q3 2026, selling an estimated $2.26K and leaving 8,051 shares worth $856K. The position accounts for 0.17% of the portfolio, ranked #94.

WealthBridge Capital Management first reported a position in PSL in Q4 2018 and has held it in 32 quarters since. The position peaked at $921K in Q2 2025. 21 funds tracked by Wall St. Rank hold PSL as of Q3 2026.

WealthBridge Capital Management held 8,051 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $856K as of Q3 2026.
WealthBridge Capital Management sold 20 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2026, an estimated $2.26K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.17% of WealthBridge Capital Management's portfolio in Q3 2026, its #94 holding.
WealthBridge Capital Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2018 and has held it in 32 quarters since.
WealthBridge Capital Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $921K in Q2 2025.
21 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.