Coppell Advisory Solutions’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Coppell Advisory Solutions’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	$1.06M	Buy	+11	New	+$1.88K	0.09%	182
2024 Q4	–	Sell	-11	Closed	-$1.45K	–	2056
2024 Q3	$1.45K	Hold	11	–	–	﹤0.01%	1512
2024 Q2	$1.32K	Buy	+11	New	+$1.34K	﹤0.01%	1455
2023 Q4	–	Sell	-25	Closed	-$2.22K	–	1842
2023 Q3	$2.22K	Buy	25 +14	+127%	+$1.44K	﹤0.01%	831
2023 Q2	$1.14K	Buy	+11	New	+$1.05K	﹤0.01%	1120
2023 Q1	–	Sell	-25	Closed	-$2.22K	–	842
2022 Q4	$2.22K	Buy	+25	New	+$2.22K	﹤0.01%	832

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

Coppell Advisory Solutions's PSCI Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2026: 11 shares worth $1.06M. The stake represents 0.09% of the portfolio and ranks #182 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in PSCI as recently as Q3 2024.

Coppell Advisory Solutions first reported a position in PSCI in Q4 2022 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

Coppell Advisory Solutions held 11 shares of Invesco S&P SmallCap Industrials ETF worth $1.06M as of Q2 2026.
Invesco S&P SmallCap Industrials ETF was a new Coppell Advisory Solutions position in Q2 2026.
Invesco S&P SmallCap Industrials ETF made up 0.09% of Coppell Advisory Solutions's portfolio in Q2 2026, its #182 holding.
Coppell Advisory Solutions first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2022 and has held it in 6 quarters since.
58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.