AWM
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Avior Wealth Management’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Avior Wealth Management’s Portfolio PSCD Stock Details PSCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-52
Closed -$5.72K – 1914
2024
Q4 		$5.72K Hold
52
– – ﹤0.01% 1817
2024
Q3 		$5.81K Hold
52
– – ﹤0.01% 1726
2024
Q2 		$5.26K Hold
52
– – ﹤0.01% 1709
2024
Q1 		$5.67K Buy
+52
New +$5.34K ﹤0.01% 2044

Other funds holding PSCD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avior Wealth Management's PSCD Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q1 2025, closing a stake of 52 shares — an estimated $5.72K sold.

Avior Wealth Management first reported a position in PSCD in Q1 2024 and held it in 4 quarters. The position peaked at $5.81K in Q3 2024. 23 funds tracked by Wall St. Rank hold PSCD as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 52 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q1 2025, an estimated $5.72K.
  • Avior Wealth Management first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $5.81K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.