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EP Wealth Advisors’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

EP Wealth Advisors’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
2025
Q1 		– Sell
-2,734
Closed -$104K – 1353
2024
Q4 		$104K Buy
+2,734
New +$105K ﹤0.01% 1203

Other funds holding PSCC

PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's PSCC Position: Q1 2025 in Review

EP Wealth Advisors sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q1 2025, closing a stake of 2,734 shares — an estimated $104K sold.

EP Wealth Advisors first reported a position in PSCC in Q4 2024 and held it in 1 quarter. The position peaked at $104K in Q4 2024. 44 funds tracked by Wall St. Rank hold PSCC as of Q1 2025.

  • EP Wealth Advisors reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 2,734 Invesco S&P SmallCap Consumer Staples ETF shares in Q1 2025, an estimated $104K.
  • EP Wealth Advisors first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Invesco S&P SmallCap Consumer Staples ETF position peaked at $104K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.