Aptus Capital Advisors’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Aptus Capital Advisors’s Portfolio PSCI Stock Details PSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$930	Hold	5	–	–	﹤0.01%	1758
2026 Q1	$773	Sell	5 -1	-17%	-$163	﹤0.01%	1654
2025 Q4	$901	Sell	6 -2	-25%	-$299	﹤0.01%	1643
2025 Q3	$1.2K	Hold	8	–	–	﹤0.01%	1567
2025 Q2	$1.04K	Sell	8 -40	-83%	-$4.9K	﹤0.01%	1500
2025 Q1	$5.66K	Hold	48	–	–	﹤0.01%	1327
2024 Q4	$6.4K	Hold	48	–	–	﹤0.01%	1317
2024 Q3	$6.35K	Hold	48	–	–	﹤0.01%	1131
2024 Q2	$5.76K	Sell	48 -55	-53%	-$6.71K	﹤0.01%	1066
2024 Q1	$13.1K	Sell	103 -45	-30%	-$5.28K	﹤0.01%	1009
2023 Q4	$17.2K	Hold	148	–	–	﹤0.01%	758
2023 Q3	$14.7K	Buy	+148	New	+$15.3K	﹤0.01%	772
2023 Q1	–	Sell	-150	Closed	-$13.3K	–	864
2022 Q4	$13.3K	Sell	150 -37	-20%	-$3.28K	﹤0.01%	679
2022 Q3	$15K	Buy	+187	New	+$16.2K	﹤0.01%	636

Other funds holding PSCI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPW

TOP Private Wealth Glastonbury, Connecticut $104M AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Aptus Capital Advisors's PSCI Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco S&P SmallCap Industrials ETF (PSCI) position steady in Q2 2026 at 5 shares worth $930. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Aptus Capital Advisors first reported a position in PSCI in Q3 2022 and has held it in 14 quarters since. The position peaked at $17.2K in Q4 2023. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

Aptus Capital Advisors held 5 shares of Invesco S&P SmallCap Industrials ETF worth $930 as of Q2 2026.
Aptus Capital Advisors left its Invesco S&P SmallCap Industrials ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Industrials ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1758 holding.
Aptus Capital Advisors first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2022 and has held it in 14 quarters since.
Aptus Capital Advisors's Invesco S&P SmallCap Industrials ETF position peaked at $17.2K in Q4 2023.
58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.