Barometer Capital Management’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Barometer Capital Management’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	$595K	Buy	+3,200	New	+$547K	0.17%	97
2020 Q1	–	Sell	-23,600	Closed	-$1.69M	–	138
2019 Q4	$1.69M	Buy	23,600 +3,500	+17%	+$243K	0.27%	79
2019 Q3	$1.35M	Buy	+20,100	New	+$1.32M	0.15%	108
2018 Q4	–	Sell	-91,000	Closed	-$6.68M	–	163
2018 Q3	$6.68M	Buy	+91,000	New	+$6.61M	0.52%	75

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

Barometer Capital Management's PSCI Position: Q2 2026 in Review

Barometer Capital Management opened a new position in Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2026: 3,200 shares worth $595K. The stake represents 0.17% of the portfolio and ranks #97 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in PSCI as recently as Q4 2019.

Barometer Capital Management first reported a position in PSCI in Q3 2018 and has held it in 4 quarters since. The position peaked at $6.68M in Q3 2018. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

Barometer Capital Management held 3,200 shares of Invesco S&P SmallCap Industrials ETF worth $595K as of Q2 2026.
Invesco S&P SmallCap Industrials ETF was a new Barometer Capital Management position in Q2 2026.
Invesco S&P SmallCap Industrials ETF made up 0.17% of Barometer Capital Management's portfolio in Q2 2026, its #97 holding.
Barometer Capital Management first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2018 and has held it in 4 quarters since.
Barometer Capital Management's Invesco S&P SmallCap Industrials ETF position peaked at $6.68M in Q3 2018.
58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

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