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

Copia 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
2026
Q1 		$32.5K Buy
210
+174
+483% +$28.4K 0.02% 232
2025
Q4 		$5.4K Hold
36
– – ﹤0.01% 374
2025
Q3 		$5.38K Hold
36
– – ﹤0.01% 354
2025
Q2 		$4.83K Hold
36
– – ﹤0.01% 343
2025
Q1 		$4.28K Hold
36
– – ﹤0.01% 349
2024
Q4 		$4.84K Buy
+36
New +$4.98K ﹤0.01% 317

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Copia Wealth Management's PSCI Position: Q1 2026 in Review

Copia Wealth Management increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 483% in Q1 2026, buying an estimated $28.4K and bringing the position to 210 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #232.

Copia Wealth Management first reported a position in PSCI in Q4 2024 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

  • Copia Wealth Management held 210 shares of Invesco S&P SmallCap Industrials ETF worth $32.5K as of Q1 2026.
  • Copia Wealth Management bought 174 Invesco S&P SmallCap Industrials ETF shares in Q1 2026, an estimated $28.4K.
  • Invesco S&P SmallCap Industrials ETF made up 0.02% of Copia Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Copia Wealth Management first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2024 and has held it in 6 quarters since.
  • 52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.