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 Q2	$60.7K	Buy	326 +116	+55%	+$19.8K	0.04%	196
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPW

TOP Private Wealth Glastonbury, Connecticut $104M AUM

SIC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Copia Wealth Management's PSCI Position: Q2 2026 in Review

Copia Wealth Management increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 55% in Q2 2026, buying an estimated $19.8K and bringing the position to 326 shares worth $60.7K. The position accounts for 0.04% of the portfolio, ranked #196.

Copia Wealth Management first reported a position in PSCI in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

Copia Wealth Management held 326 shares of Invesco S&P SmallCap Industrials ETF worth $60.7K as of Q2 2026.
Copia Wealth Management bought 116 Invesco S&P SmallCap Industrials ETF shares in Q2 2026, an estimated $19.8K.
Invesco S&P SmallCap Industrials ETF made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #196 holding.
Copia Wealth Management first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2024 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.