CWM
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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
Q2 		$349K Sell
9,896
-700
-7% -$23.3K 0.02% 568
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

Other funds holding PSCC

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
WA
Winter & Associates St. Paul, Minnesota $133M AUM

Cornerstone Wealth Management's PSCC Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Invesco S&P SmallCap Consumer Staples ETF (PSCC) stake by 6.6% in Q2 2026, selling an estimated $23.3K and leaving 9,896 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #568.

Cornerstone Wealth Management first reported a position in PSCC in Q1 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold PSCC as of Q2 2026.

  • Cornerstone Wealth Management held 9,896 shares of Invesco S&P SmallCap Consumer Staples ETF worth $349K as of Q2 2026.
  • Cornerstone Wealth Management sold 700 Invesco S&P SmallCap Consumer Staples ETF shares in Q2 2026, an estimated $23.3K.
  • Invesco S&P SmallCap Consumer Staples ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #568 holding.
  • Cornerstone Wealth Management first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q1 2025 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.