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 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%	-$3.77K	0.35%	57
2018 Q4	$507K	Buy	+7,775	New	+$545K	0.39%	53

Other funds holding PSL

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthBridge Capital Management's PSL Position: Q1 2026 in Review

WealthBridge Capital Management reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 2.9% in Q1 2026, selling an estimated $26.3K and leaving 8,071 shares worth $876K. The position accounts for 0.2% of the portfolio, ranked #89.

WealthBridge Capital Management first reported a position in PSL in Q4 2018 and has held it in 30 quarters since. The position peaked at $921K in Q2 2025. 56 funds tracked by Wall St. Rank hold PSL as of Q1 2026.

WealthBridge Capital Management held 8,071 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $876K as of Q1 2026.
WealthBridge Capital Management sold 240 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2026, an estimated $26.3K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.2% of WealthBridge Capital Management's portfolio in Q1 2026, its #89 holding.
WealthBridge Capital Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2018 and has held it in 30 quarters since.
WealthBridge Capital Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $921K in Q2 2025.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.