Focus Financial Network’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Focus Financial Network’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
2024 Q2	–	Sell	-10,616	Closed	-$1.26M	–	666
2024 Q1	$1.26M	Buy	+10,616	New	+$1.24M	0.06%	220
2023 Q4	–	Sell	-5,179	Closed	-$515K	–	741
2023 Q3	$515K	Buy	+5,179	New	+$534K	0.03%	352

Other funds holding PSCI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Focus Financial Network's PSCI Position: Q2 2024 in Review

Focus Financial Network sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2024, closing a stake of 10,616 shares — an estimated $1.26M sold.

Focus Financial Network first reported a position in PSCI in Q3 2023 and held it in 2 quarters. The position peaked at $1.26M in Q1 2024. 57 funds tracked by Wall St. Rank hold PSCI as of Q2 2024.

Focus Financial Network reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q2 2024 after selling out during the quarter.
Focus Financial Network sold 10,616 Invesco S&P SmallCap Industrials ETF shares in Q2 2024, an estimated $1.26M.
Focus Financial Network first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2023 and held it in 2 quarters.
Focus Financial Network's Invesco S&P SmallCap Industrials ETF position peaked at $1.26M in Q1 2024.
57 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2024.

Based on Focus Financial Network's 13F filing for Q2 2024, filed 22 Jul 2024.