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COMPASS FINANCIAL MANAGEMENT LLC’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$424K Buy
+11,299
New +$376K 0.05% 295

Other funds holding PSCC

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PSCC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q2 2026: 11,299 shares worth $424K. The stake represents 0.05% of the portfolio and ranks #295 among its holdings.

25 funds tracked by Wall St. Rank hold PSCC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 11,299 shares of Invesco S&P SmallCap Consumer Staples ETF worth $424K as of Q2 2026.
  • Invesco S&P SmallCap Consumer Staples ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Invesco S&P SmallCap Consumer Staples ETF made up 0.05% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #295 holding.
  • 25 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.