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 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 $763M AUM 13.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Founders Financial Alliance's PSCF Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in Invesco S&P SmallCap Financials ETF (PSCF) in Q1 2026: 566 shares worth $32.2K. The stake represents 0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in PSCF as recently as Q3 2025.

Founders Financial Alliance first reported a position in PSCF in Q3 2020 and has held it in 19 quarters since. The position peaked at $35K in Q4 2021. 22 funds tracked by Wall St. Rank hold PSCF as of Q1 2026.

Founders Financial Alliance held 566 shares of Invesco S&P SmallCap Financials ETF worth $32.2K as of Q1 2026.
Invesco S&P SmallCap Financials ETF was a new Founders Financial Alliance position in Q1 2026.
Invesco S&P SmallCap Financials ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #549 holding.
Founders Financial Alliance first reported a position in Invesco S&P SmallCap Financials ETF in Q3 2020 and has held it in 19 quarters since.
Founders Financial Alliance's Invesco S&P SmallCap Financials ETF position peaked at $35K in Q4 2021.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.