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EP Wealth Advisors’s Invesco S&P SmallCap Materials ETF PSCM Stock Holding History

EP Wealth Advisors’s Portfolio PSCM Stock Details PSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,738
Closed -$128K – 1354
2024
Q4 		$128K Buy
+1,738
New +$138K ﹤0.01% 1168

Other funds holding PSCM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

EP Wealth Advisors sold out of Invesco S&P SmallCap Materials ETF (PSCM) in Q1 2025, closing a stake of 1,738 shares — an estimated $128K sold.

EP Wealth Advisors first reported a position in PSCM in Q4 2024 and held it in 1 quarter. The position peaked at $128K in Q4 2024. 15 funds tracked by Wall St. Rank hold PSCM as of Q1 2025.

  • EP Wealth Advisors reported no remaining Invesco S&P SmallCap Materials ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 1,738 Invesco S&P SmallCap Materials ETF shares in Q1 2025, an estimated $128K.
  • EP Wealth Advisors first reported a position in Invesco S&P SmallCap Materials ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Invesco S&P SmallCap Materials ETF position peaked at $128K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Invesco S&P SmallCap Materials ETF as of Q1 2025.

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