EP Wealth Advisors’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

EP Wealth Advisors’s Portfolio PSCD Stock Details PSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Buy	11,839 +94	+0.8%	+$10.4K	0.01%	587
2025 Q4	$1.23M	Buy	+11,745	New	+$1.24M	0.01%	561
2025 Q2	$1.14M	Buy	11,357 +735	+7%	+$69.1K	0.01%	534
2025 Q1	$979K	Buy	+10,622	New	+$1.11M	0.01%	506

Other funds holding PSCD

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EP Wealth Advisors's PSCD Position: Q1 2026 in Review

EP Wealth Advisors increased its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) stake by 0.8% in Q1 2026, buying an estimated $10.4K and bringing the position to 11,839 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #587.

EP Wealth Advisors first reported a position in PSCD in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q4 2025. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

EP Wealth Advisors held 11,839 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $1.22M as of Q1 2026.
EP Wealth Advisors bought 94 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q1 2026, an estimated $10.4K.
Invesco S&P SmallCap Consumer Discretionary ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #587 holding.
EP Wealth Advisors first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q1 2025 and has held it in 4 quarters since.
EP Wealth Advisors's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $1.23M in Q4 2025.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.