AllSquare Wealth Management’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

AllSquare Wealth Management’s Portfolio PSCC Stock Details PSCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.2K	Hold	582	–	–	0.01%	327
2025 Q2	$19.4K	Hold	582	–	–	0.01%	321
2025 Q1	$20.4K	Hold	582	–	–	0.01%	309
2024 Q4	$22.1K	Hold	582	–	–	0.01%	297
2024 Q3	$22K	Hold	582	–	–	0.01%	297
2024 Q2	$20.5K	Hold	582	–	–	0.01%	297
2024 Q1	$21.7K	Hold	582	–	–	0.01%	287
2023 Q4	$22.4K	Hold	582	–	–	0.01%	283
2023 Q3	$20.2K	Hold	582	–	–	0.01%	289
2023 Q2	$20.8K	Hold	582	–	–	0.01%	295
2023 Q1	$21.3K	Hold	582	–	–	0.01%	294
2022 Q4	$19.8K	Hold	582	–	–	0.01%	290
2022 Q3	$18K	Hold	582	–	–	0.01%	290
2022 Q2	$20K	Hold	582	–	–	0.01%	288
2022 Q1	$20K	Hold	582	–	–	0.01%	314
2021 Q4	$21K	Hold	582	–	–	0.01%	316
2021 Q3	$20K	Hold	582	–	–	0.01%	307
2021 Q2	$21K	Hold	582	–	–	0.01%	316
2021 Q1	$20K	Hold	582	–	–	0.01%	310
2020 Q4	$17K	Hold	582	–	–	0.01%	299
2020 Q3	$14K	Hold	582	–	–	0.01%	304
2020 Q2	$14K	Hold	582	–	–	0.01%	298
2020 Q1	$12K	Hold	582	–	–	0.01%	291
2019 Q4	$15K	Hold	582	–	–	0.01%	290
2019 Q3	$14K	Hold	582	–	–	0.01%	299
2019 Q2	$14K	Hold	582	–	–	0.01%	303
2019 Q1	$15K	Hold	582	–	–	0.01%	291
2018 Q4	$13K	Hold	582	–	–	0.01%	287
2018 Q3	$16K	Buy	582 +201	+53%	+$5.6K	0.01%	293
2018 Q2	$10K	Buy	+381	New	+$9.38K	0.01%	342

Other funds holding PSCC

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

AllSquare Wealth Management's PSCC Position: Q3 2025 in Review

AllSquare Wealth Management held its Invesco S&P SmallCap Consumer Staples ETF (PSCC) position steady in Q3 2025 at 582 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #327.

AllSquare Wealth Management first reported a position in PSCC in Q2 2018 and has held it in 30 quarters since. The position peaked at $22.4K in Q4 2023. 44 funds tracked by Wall St. Rank hold PSCC as of Q3 2025.

AllSquare Wealth Management held 582 shares of Invesco S&P SmallCap Consumer Staples ETF worth $19.2K as of Q3 2025.
AllSquare Wealth Management left its Invesco S&P SmallCap Consumer Staples ETF share count unchanged in Q3 2025.
Invesco S&P SmallCap Consumer Staples ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #327 holding.
AllSquare Wealth Management first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q2 2018 and has held it in 30 quarters since.
AllSquare Wealth Management's Invesco S&P SmallCap Consumer Staples ETF position peaked at $22.4K in Q4 2023.
44 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.