Carolinas Wealth Consulting’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-24	Closed	-$2.85K	–	713
2025 Q1	$2.85K	Hold	24	–	–	﹤0.01%	713
2024 Q4	$3.23K	Hold	24	–	–	﹤0.01%	724
2024 Q3	$3.18K	Hold	24	–	–	﹤0.01%	731
2024 Q2	$2.88K	Hold	24	–	–	﹤0.01%	731
2024 Q1	$3.04K	Buy	+24	New	+$2.81K	﹤0.01%	724

Other funds holding PSCI

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carolinas Wealth Consulting's PSCI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2025, closing a stake of 24 shares — an estimated $2.85K sold.

Carolinas Wealth Consulting first reported a position in PSCI in Q1 2024 and held it in 5 quarters. The position peaked at $3.23K in Q4 2024. 46 funds tracked by Wall St. Rank hold PSCI as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 24 Invesco S&P SmallCap Industrials ETF shares in Q2 2025, an estimated $2.85K.
Carolinas Wealth Consulting first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's Invesco S&P SmallCap Industrials ETF position peaked at $3.23K in Q4 2024.
46 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.