Commonwealth Equity Services’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Commonwealth Equity Services’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 Q1	–	Sell	-2,316	Closed	-$311K	–	4259
2024 Q4	$311K	Sell	2,316 -2	-0.1%	-$277	﹤0.01%	3370
2024 Q3	$307K	Buy	+2,318	New	+$293K	﹤0.01%	3339
2024 Q2	–	Sell	-1,631	Closed	-$207K	–	4139
2024 Q1	$207K	Buy	+1,631	New	+$191K	﹤0.01%	3597
2021 Q2	–	Sell	-2,379	Closed	-$223K	–	3566
2021 Q1	$223K	Buy	+2,379	New	+$212K	﹤0.01%	3044

Other funds holding PSCI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SWP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services's PSCI Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2025, closing a stake of 2,316 shares — an estimated $311K sold.

Commonwealth Equity Services first reported a position in PSCI in Q1 2021 and held it in 4 quarters. The position peaked at $311K in Q4 2024. 56 funds tracked by Wall St. Rank hold PSCI as of Q1 2025.

Commonwealth Equity Services reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2025 after selling out during the quarter.
Commonwealth Equity Services sold 2,316 Invesco S&P SmallCap Industrials ETF shares in Q1 2025, an estimated $311K.
Commonwealth Equity Services first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2021 and held it in 4 quarters.
Commonwealth Equity Services's Invesco S&P SmallCap Industrials ETF position peaked at $311K in Q4 2024.
56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.