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 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SIC

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

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Aptus Capital Advisors's PSCI Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 17% in Q1 2026, selling an estimated $163 and leaving 5 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Aptus Capital Advisors first reported a position in PSCI in Q3 2022 and has held it in 13 quarters since. The position peaked at $17.2K in Q4 2023. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

Aptus Capital Advisors held 5 shares of Invesco S&P SmallCap Industrials ETF worth $773 as of Q1 2026.
Aptus Capital Advisors sold 1 Invesco S&P SmallCap Industrials ETF share in Q1 2026, an estimated $163.
Invesco S&P SmallCap Industrials ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1654 holding.
Aptus Capital Advisors first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2022 and has held it in 13 quarters since.
Aptus Capital Advisors's Invesco S&P SmallCap Industrials ETF position peaked at $17.2K in Q4 2023.
52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.