CWM
PSCC icon

Cornerstone Wealth Management’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Cornerstone Wealth 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
Q1 		$334K Sell
10,596
-92
-0.9% -$3.04K 0.02% 545
2025
Q4 		$332K Buy
10,688
+3,059
+40% +$97.6K 0.02% 515
2025
Q3 		$252K Buy
7,629
+456
+6% +$15.7K 0.01% 581
2025
Q2 		$239K Buy
7,173
+1,146
+19% +$39.4K 0.01% 576
2025
Q1 		$211K Buy
+6,027
New +$221K 0.01% 568

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PSF
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CCWM
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WA
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FPAS
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Betterment LLC
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Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return