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Financial Advocates Investment Management’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-2,538
Closed -$340K – 448
2025
Q2 		$340K Buy
2,538
+438
+21% +$53.6K 0.03% 469
2025
Q1 		$249K Buy
+2,100
New +$277K 0.02% 610

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Advocates Investment Management's PSCI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q3 2025, closing a stake of 2,538 shares — an estimated $340K sold.

Financial Advocates Investment Management first reported a position in PSCI in Q1 2025 and held it in 2 quarters. The position peaked at $340K in Q2 2025. 49 funds tracked by Wall St. Rank hold PSCI as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,538 Invesco S&P SmallCap Industrials ETF shares in Q3 2025, an estimated $340K.
  • Financial Advocates Investment Management first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2025 and held it in 2 quarters.
  • Financial Advocates Investment Management's Invesco S&P SmallCap Industrials ETF position peaked at $340K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.