Beacon Pointe Advisors’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Beacon Pointe Advisors’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
2026 Q1	$207K	Buy	2,016 +7	+0.3%	+$771	﹤0.01%	1714
2025 Q4	$211K	Buy	2,009 +5	+0.2%	+$528	﹤0.01%	1411
2025 Q3	$224K	Buy	2,004 +4	+0.2%	+$434	﹤0.01%	1282
2025 Q2	$201K	Buy	+2,000	New	+$188K	﹤0.01%	1190
2025 Q1	–	Sell	-1,990	Closed	-$217K	–	1256
2024 Q4	$217K	Buy	1,990 +5	+0.3%	+$554	﹤0.01%	1121
2024 Q3	$220K	Buy	+1,985	New	+$209K	﹤0.01%	1127
2024 Q2	–	Sell	-1,970	Closed	-$215K	–	1365
2024 Q1	$215K	Buy	1,970 +6	+0.3%	+$617	﹤0.01%	1242
2023 Q4	$204K	Buy	+1,964	New	+$175K	﹤0.01%	1225
2022 Q1	–	Sell	-1,904	Closed	-$212K	–	1227
2021 Q4	$212K	Buy	1,904 +2	+0.1%	+$225	0.01%	855
2021 Q3	$205K	Buy	1,902 +2	+0.1%	+$224	0.01%	850
2021 Q2	$223K	Buy	1,900 +1	+0.1%	+$116	0.01%	760
2021 Q1	$213K	Buy	+1,899	New	+$194K	0.01%	488

Other funds holding PSCD

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PMWMG

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Beacon Pointe Advisors's PSCD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) stake by 0.35% in Q1 2026, buying an estimated $771 and bringing the position to 2,016 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Beacon Pointe Advisors first reported a position in PSCD in Q1 2021 and has held it in 12 quarters since. The position peaked at $224K in Q3 2025. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

Beacon Pointe Advisors held 2,016 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $207K as of Q1 2026.
Beacon Pointe Advisors bought 7 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q1 2026, an estimated $771.
Invesco S&P SmallCap Consumer Discretionary ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1714 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q1 2021 and has held it in 12 quarters since.
Beacon Pointe Advisors's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $224K in Q3 2025.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.