Capital Investment Advisory Services’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Capital Investment Advisory Services’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	$16.2K	Hold	157	–	–	﹤0.01%	1011
2025 Q4	$16.4K	Buy	157 +1	+0.6%	+$106	﹤0.01%	972
2025 Q3	$17.4K	Hold	156	–	–	﹤0.01%	918
2025 Q2	$15.7K	Hold	156	–	–	﹤0.01%	901
2025 Q1	$14.4K	Buy	156 +1	+0.6%	+$105	﹤0.01%	843
2024 Q4	$16.9K	Hold	155	–	–	﹤0.01%	772
2024 Q3	$17.2K	Buy	155 +1	+0.6%	+$105	﹤0.01%	807
2024 Q2	$15.6K	Hold	154	–	–	﹤0.01%	792
2024 Q1	$16.8K	Buy	154 +1	+0.7%	+$103	﹤0.01%	773
2023 Q4	$15.9K	Hold	153	–	–	﹤0.01%	786
2023 Q3	$13K	Buy	153 +1	+0.7%	+$91	﹤0.01%	773
2023 Q2	$14K	Hold	152	–	–	﹤0.01%	728
2023 Q1	$13.5K	Buy	152 +1	+0.7%	+$89	﹤0.01%	714
2022 Q4	$11.9K	Buy	151 +100	+196%	+$7.93K	﹤0.01%	734
2022 Q3	$4K	Hold	51	–	–	﹤0.01%	752
2022 Q2	$4K	Buy	51 +1	+2%	+$85	﹤0.01%	775
2022 Q1	$5K	Buy	+50	New	+$4.99K	﹤0.01%	781
2021 Q3	–	Sell	-50	Closed	-$6K	–	798
2021 Q2	$6K	Buy	+50	New	+$5.8K	﹤0.01%	733
2021 Q1	–	Sell	-50	Closed	-$4K	–	755
2020 Q4	$4K	Sell	50 -100	-67%	-$7.44K	﹤0.01%	664
2020 Q3	$9K	Hold	150	–	–	﹤0.01%	552
2020 Q2	$8K	Buy	+150	New	+$7.05K	﹤0.01%	495

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

Capital Investment Advisory Services's PSCD Position: Q1 2026 in Review

Capital Investment Advisory Services held its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) position steady in Q1 2026 at 157 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Capital Investment Advisory Services first reported a position in PSCD in Q2 2020 and has held it in 21 quarters since. The position peaked at $17.4K in Q3 2025. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

Capital Investment Advisory Services held 157 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $16.2K as of Q1 2026.
Capital Investment Advisory Services left its Invesco S&P SmallCap Consumer Discretionary ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Consumer Discretionary ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1011 holding.
Capital Investment Advisory Services first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q2 2020 and has held it in 21 quarters since.
Capital Investment Advisory Services's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $17.4K in Q3 2025.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.