Compass Financial Management’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Compass Financial 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	$424K	Buy	+11,299	New	+$376K	0.05%	295

Other funds holding PSCC

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Winter & Associates St. Paul, Minnesota $133M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Compass Financial Management's PSCC Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Invesco S&P SmallCap Consumer Staples ETF made up 0.05% of Compass Financial Management's portfolio in Q2 2026, its #295 holding.
37 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.