CCWM
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Cassaday & Co Wealth Management’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Cassaday & Co Wealth Management’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$705K Hold
20,000
– – 0.01% 187
2026
Q1 		$630K Hold
20,000
– – 0.01% 188
2025
Q4 		$622K Buy
+20,000
New +$638K 0.01% 199

Other funds holding PSCC

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
CFM
Compass Financial Management Tampa, Florida $829M AUM

Cassaday & Co Wealth Management's PSCC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Invesco S&P SmallCap Consumer Staples ETF (PSCC) position steady in Q2 2026 at 20,000 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #187.

Cassaday & Co Wealth Management first reported a position in PSCC in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold PSCC as of Q2 2026.

  • Cassaday & Co Wealth Management held 20,000 shares of Invesco S&P SmallCap Consumer Staples ETF worth $705K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Invesco S&P SmallCap Consumer Staples ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Consumer Staples ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Cassaday & Co Wealth Management first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.