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Farther Finance Advisors’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Farther Finance Advisors’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-700
Closed -$105K – 5869
2025
Q4 		$105K Buy
700
+400
+133% +$59.8K ﹤0.01% 2318
2025
Q3 		$44.8K Buy
+300
New +$43.2K ﹤0.01% 2506

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Farther Finance Advisors's PSCI Position: Q1 2026 in Review

Farther Finance Advisors sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2026, closing a stake of 700 shares — an estimated $105K sold.

Farther Finance Advisors first reported a position in PSCI in Q3 2025 and held it in 2 quarters. The position peaked at $105K in Q4 2025. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

  • Farther Finance Advisors reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 700 Invesco S&P SmallCap Industrials ETF shares in Q1 2026, an estimated $105K.
  • Farther Finance Advisors first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2025 and held it in 2 quarters.
  • Farther Finance Advisors's Invesco S&P SmallCap Industrials ETF position peaked at $105K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.