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

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

WealthBridge Capital Management's PSL Position: Q2 2026 in Review

WealthBridge Capital Management held its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) position steady in Q2 2026 at 8,071 shares worth $904K. The position accounts for 0.18% of the portfolio, ranked #93.

WealthBridge Capital Management first reported a position in PSL in Q4 2018 and has held it in 31 quarters since. The position peaked at $921K in Q2 2025. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

WealthBridge Capital Management held 8,071 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $904K as of Q2 2026.
WealthBridge Capital Management left its Invesco Dorsey Wright Consumer Staples Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.18% of WealthBridge Capital Management's portfolio in Q2 2026, its #93 holding.
WealthBridge Capital Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2018 and has held it in 31 quarters since.
WealthBridge Capital Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $921K in Q2 2025.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.