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Cassaday & Co Wealth Management’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Cassaday & Co Wealth 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
2025
Q3 		– Sell
-7,500
Closed -$347K – 350
2025
Q2 		$347K Buy
+7,500
New +$919K 0.01% 248

Other funds holding PSCI

Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cassaday & Co Wealth Management's PSCI Position: Q3 2025 in Review

Cassaday & Co Wealth Management sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q3 2025, closing a stake of 7,500 shares — an estimated $347K sold.

Cassaday & Co Wealth Management first reported a position in PSCI in Q2 2025 and held it in 1 quarter. The position peaked at $347K in Q2 2025. 49 funds tracked by Wall St. Rank hold PSCI as of Q3 2025.

  • Cassaday & Co Wealth Management reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q3 2025 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 7,500 Invesco S&P SmallCap Industrials ETF shares in Q3 2025, an estimated $347K.
  • Cassaday & Co Wealth Management first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2025 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Invesco S&P SmallCap Industrials ETF position peaked at $347K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2025.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.