Bank of Montreal’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Bank of Montreal’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	$334K	Buy	+1,795	New	+$307K	﹤0.01%	2707
2026 Q1	–	Sell	-30,724	Closed	-$4.67M	–	3977
2025 Q4	$4.67M	Buy	30,724 +1,224	+4%	+$183K	﹤0.01%	1354
2025 Q3	$4.41M	Buy	+29,500	New	+$4.25M	﹤0.01%	1346

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

Bank of Montreal's PSCI Position: Q2 2026 in Review

Bank of Montreal opened a new position in Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2026: 1,795 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #2707 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in PSCI as recently as Q4 2025.

Bank of Montreal first reported a position in PSCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.67M in Q4 2025. 59 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

Bank of Montreal held 1,795 shares of Invesco S&P SmallCap Industrials ETF worth $334K as of Q2 2026.
Invesco S&P SmallCap Industrials ETF was a new Bank of Montreal position in Q2 2026.
Invesco S&P SmallCap Industrials ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2707 holding.
Bank of Montreal first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2025 and has held it in 3 quarters since.
Bank of Montreal's Invesco S&P SmallCap Industrials ETF position peaked at $4.67M in Q4 2025.
59 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.