CI
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CX Institutional’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

CX Institutional’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 		$235K Buy
1,261
+1
+0.1% +$171 0.01% 708
2026
Q1 		$195K Buy
1,260
+1
+0.1% +$163 0.01% 727
2025
Q4 		$189K Buy
1,259
+14
+1% +$2.09K 0.01% 730
2025
Q3 		$186K Buy
+1,245
New +$179K 0.01% 709

Other funds holding PSCI

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CX Institutional's PSCI Position: Q2 2026 in Review

CX Institutional increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 0.08% in Q2 2026, buying an estimated $171 and bringing the position to 1,261 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #708.

CX Institutional first reported a position in PSCI in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

  • CX Institutional held 1,261 shares of Invesco S&P SmallCap Industrials ETF worth $235K as of Q2 2026.
  • CX Institutional bought 1 Invesco S&P SmallCap Industrials ETF share in Q2 2026, an estimated $171.
  • Invesco S&P SmallCap Industrials ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #708 holding.
  • CX Institutional first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.