Gladstone Institutional Advisory’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Gladstone Institutional Advisory’s Portfolio PSCD Stock Details PSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Buy	+2,799	New	+$308K	0.01%	678
2024 Q1	–	Sell	-4,717	Closed	-$489K	–	695
2023 Q4	$489K	Buy	+4,717	New	+$420K	0.03%	420
2023 Q3	–	Sell	-3,979	Closed	-$365K	–	662
2023 Q2	$365K	Buy	3,979 +29	+0.7%	+$2.54K	0.02%	460
2023 Q1	$350K	Buy	+3,950	New	+$353K	0.02%	486
2022 Q4	–	Sell	-4,931	Closed	-$353K	–	678
2022 Q3	$353K	Buy	4,931 +1,734	+54%	+$141K	0.03%	460
2022 Q2	$239K	Buy	3,197 +1,025	+47%	+$87.4K	0.02%	561
2022 Q1	$201K	Buy	+2,172	New	+$217K	0.01%	670

Other funds holding PSCD

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gladstone Institutional Advisory's PSCD Position: Q1 2026 in Review

Gladstone Institutional Advisory opened a new position in Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q1 2026: 2,799 shares worth $288K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in PSCD as recently as Q4 2023.

Gladstone Institutional Advisory first reported a position in PSCD in Q1 2022 and has held it in 7 quarters since. The position peaked at $489K in Q4 2023. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

Gladstone Institutional Advisory held 2,799 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $288K as of Q1 2026.
Invesco S&P SmallCap Consumer Discretionary ETF was a new Gladstone Institutional Advisory position in Q1 2026.
Invesco S&P SmallCap Consumer Discretionary ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #678 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q1 2022 and has held it in 7 quarters since.
Gladstone Institutional Advisory's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $489K in Q4 2023.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.