Founders Financial Alliance’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Founders Financial Alliance’s Portfolio PSCF Stock Details PSCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.8K	Hold	566	–	–	﹤0.01%	591
2026 Q1	$32.2K	Buy	+566	New	+$33.3K	0.01%	549
2025 Q4	–	Sell	-566	Closed	-$32.5K	–	687
2025 Q3	$32.5K	Buy	+566	New	+$32.2K	0.01%	530
2025 Q1	–	Sell	-566	Closed	-$31.3K	–	642
2024 Q4	$31.3K	Hold	566	–	–	0.01%	416
2024 Q3	$31.3K	Hold	566	–	–	0.01%	422
2024 Q2	$27K	Hold	566	–	–	0.01%	419
2024 Q1	$27.4K	Hold	566	–	–	0.01%	420
2023 Q4	$27.8K	Hold	566	–	–	0.01%	381
2023 Q3	$23.5K	Hold	566	–	–	0.01%	377
2023 Q2	$23.7K	Hold	566	–	–	0.01%	404
2023 Q1	$23.9K	Hold	566	–	–	0.01%	362
2022 Q4	$27.2K	Hold	566	–	–	0.01%	376
2022 Q3	$25K	Buy	+566	New	+$28.6K	0.01%	373
2022 Q2	–	Sell	-566	Closed	-$33K	–	539
2022 Q1	$33K	Hold	566	–	–	0.01%	347
2021 Q4	$35K	Hold	566	–	–	0.01%	379
2021 Q3	$33K	Hold	566	–	–	0.02%	352
2021 Q2	$33K	Hold	566	–	–	0.02%	367
2021 Q1	$32K	Hold	566	–	–	0.02%	358
2020 Q4	$28K	Hold	566	–	–	0.02%	327
2020 Q3	$21K	Buy	+566	New	+$22.2K	0.01%	569

Other funds holding PSCF

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Founders Financial Alliance's PSCF Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco S&P SmallCap Financials ETF (PSCF) position steady in Q2 2026 at 566 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Founders Financial Alliance first reported a position in PSCF in Q3 2020 and has held it in 20 quarters since. 19 funds tracked by Wall St. Rank hold PSCF as of Q2 2026.

Founders Financial Alliance held 566 shares of Invesco S&P SmallCap Financials ETF worth $36.8K as of Q2 2026.
Founders Financial Alliance left its Invesco S&P SmallCap Financials ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Financials ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #591 holding.
Founders Financial Alliance first reported a position in Invesco S&P SmallCap Financials ETF in Q3 2020 and has held it in 20 quarters since.
19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.