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 Q2	$1.39M	Sell	11,750 -89	-0.8%	-$9.7K	0.01%	670
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 $3.18B AUM 65.92% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EP Wealth Advisors's PSCD Position: Q2 2026 in Review

EP Wealth Advisors reduced its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) stake by 0.75% in Q2 2026, selling an estimated $9.7K and leaving 11,750 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #670.

EP Wealth Advisors first reported a position in PSCD in Q1 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold PSCD as of Q2 2026.

EP Wealth Advisors held 11,750 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $1.39M as of Q2 2026.
EP Wealth Advisors sold 89 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q2 2026, an estimated $9.7K.
Invesco S&P SmallCap Consumer Discretionary ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #670 holding.
EP Wealth Advisors first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q1 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.