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Elm3 Financial Group’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Elm3 Financial Group’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
2025
Q2 		– Sell
-1,692
Closed -$201K – 115
2025
Q1 		$201K Sell
1,692
-128
-7% -$16.9K 0.18% 96
2024
Q4 		$245K Buy
+1,820
New +$252K 0.21% 78

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Elm3 Financial Group's PSCI Position: Q2 2025 in Review

Elm3 Financial Group sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2025, closing a stake of 1,692 shares — an estimated $201K sold.

Elm3 Financial Group first reported a position in PSCI in Q4 2024 and held it in 2 quarters. The position peaked at $245K in Q4 2024. 46 funds tracked by Wall St. Rank hold PSCI as of Q2 2025.

  • Elm3 Financial Group reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 1,692 Invesco S&P SmallCap Industrials ETF shares in Q2 2025, an estimated $201K.
  • Elm3 Financial Group first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2024 and held it in 2 quarters.
  • Elm3 Financial Group's Invesco S&P SmallCap Industrials ETF position peaked at $245K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2025.

Based on Elm3 Financial Group's 13F filing for Q2 2025, filed 23 Jul 2025.