CX Institutional
PSCI icon

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
Q3 		$201K Hold
1,261
– – 0.01% 743
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

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CX Institutional's PSCI Position: Q3 2026 in Review

CX Institutional held its Invesco S&P SmallCap Industrials ETF (PSCI) position steady in Q3 2026 at 1,261 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #743.

CX Institutional first reported a position in PSCI in Q3 2025 and has held it in 5 quarters since. The position peaked at $235K in Q2 2026. 7 funds tracked by Wall St. Rank hold PSCI as of Q3 2026.

  • CX Institutional held 1,261 shares of Invesco S&P SmallCap Industrials ETF worth $201K as of Q3 2026.
  • CX Institutional left its Invesco S&P SmallCap Industrials ETF share count unchanged in Q3 2026.
  • Invesco S&P SmallCap Industrials ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #743 holding.
  • CX Institutional first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's Invesco S&P SmallCap Industrials ETF position peaked at $235K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.