Avior Wealth Management’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Avior Wealth Management’s Portfolio PSCF Stock Details PSCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-366	Closed	-$20.3K	–	1917
2024 Q4	$20.3K	Buy	366 +4	+1%	+$230	﹤0.01%	1406
2024 Q3	$20.1K	Buy	362 +2	+0.6%	+$106	﹤0.01%	1373
2024 Q2	$17.2K	Buy	360 +1	+0.3%	+$47	﹤0.01%	1376
2024 Q1	$17.4K	Buy	+359	New	+$16.9K	﹤0.01%	1657

Other funds holding PSCF

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Avior Wealth Management sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q1 2025, closing a stake of 366 shares — an estimated $20.3K sold.

Avior Wealth Management first reported a position in PSCF in Q1 2024 and held it in 4 quarters. The position peaked at $20.3K in Q4 2024. 24 funds tracked by Wall St. Rank hold PSCF as of Q1 2025.

Avior Wealth Management reported no remaining Invesco S&P SmallCap Financials ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 366 Invesco S&P SmallCap Financials ETF shares in Q1 2025, an estimated $20.3K.
Avior Wealth Management first reported a position in Invesco S&P SmallCap Financials ETF in Q1 2024 and held it in 4 quarters.
Avior Wealth Management's Invesco S&P SmallCap Financials ETF position peaked at $20.3K in Q4 2024.
24 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2025.

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