EPG Wealth Management’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

EPG Wealth Management’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 Q2	–	Sell	-853	Closed	-$29.9K	–	403
2025 Q1	$29.9K	Buy	853 +4	+0.5%	+$146	0.01%	324
2024 Q4	$32.3K	Buy	849 +3	+0.4%	+$115	0.01%	323
2024 Q3	$31.9K	Buy	+846	New	+$31.1K	0.01%	326
2024 Q2	–	Sell	-836	Closed	-$30.1K	–	348
2024 Q1	$31.1K	Buy	836 +3	+0.4%	+$113	0.01%	338
2023 Q4	$31K	Buy	833 +3	+0.4%	+$105	0.01%	324
2023 Q3	$28.9K	Sell	830 -157	-16%	-$5.73K	0.01%	320
2023 Q2	$35.8K	Buy	987 +3	+0.3%	+$109	0.01%	307
2023 Q1	$36K	Buy	984 +6	+0.6%	+$214	0.01%	308
2022 Q4	$33.2K	Buy	978 +3	+0.3%	+$103	0.01%	280
2022 Q3	$30K	Buy	+975	New	+$33.2K	0.01%	288
2022 Q2	–	Sell	-969	Closed	-$33K	–	350
2022 Q1	$33K	Buy	969 +3	+0.3%	+$102	0.01%	311
2021 Q4	$36K	Buy	966 +3	+0.3%	+$105	0.01%	305
2021 Q3	$32K	Buy	+963	New	+$32.5K	0.01%	294
2020 Q2	–	Sell	-936	Closed	-$20K	–	607
2020 Q1	$20K	Buy	+936	New	+$22K	0.01%	397

Other funds holding PSCC

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

EPG Wealth Management's PSCC Position: Q2 2025 in Review

EPG Wealth Management sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q2 2025, closing a stake of 853 shares — an estimated $29.9K sold.

EPG Wealth Management first reported a position in PSCC in Q1 2020 and held it in 14 quarters. The position peaked at $36K in Q4 2021. 43 funds tracked by Wall St. Rank hold PSCC as of Q2 2025.

EPG Wealth Management reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 853 Invesco S&P SmallCap Consumer Staples ETF shares in Q2 2025, an estimated $29.9K.
EPG Wealth Management first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q1 2020 and held it in 14 quarters.
EPG Wealth Management's Invesco S&P SmallCap Consumer Staples ETF position peaked at $36K in Q4 2021.
43 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.