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Gladstone Institutional Advisory’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Gladstone Institutional Advisory’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 		$517K Buy
+9,100
New +$536K 0.02% 533
2025
Q2 		– Sell
-4,732
Closed -$251K – 779
2025
Q1 		$251K Sell
4,732
-3,610
-43% -$198K 0.01% 634
2024
Q4 		$462K Buy
8,342
+64
+0.8% +$3.68K 0.02% 488
2024
Q3 		$458K Buy
8,278
+496
+6% +$26.3K 0.02% 473
2024
Q2 		$371K Buy
7,782
+1,992
+34% +$93.5K 0.02% 490
2024
Q1 		$280K Sell
5,790
-2,378
-29% -$112K 0.02% 542
2023
Q4 		$402K Buy
+8,168
New +$353K 0.02% 460
2023
Q3 		– Sell
-5,697
Closed -$239K – 664
2023
Q2 		$239K Sell
5,697
-6,348
-53% -$263K 0.01% 567
2023
Q1 		$522K Buy
12,045
+7,786
+183% +$378K 0.03% 394
2022
Q4 		$205K Buy
+4,259
New +$208K 0.01% 593
2022
Q2 		– Sell
-9,675
Closed -$562K – 713
2022
Q1 		$562K Buy
+9,675
New +$574K 0.04% 404

Other funds holding PSCF

PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
VF
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Gladstone Institutional Advisory opened a new position in Invesco S&P SmallCap Financials ETF (PSCF) in Q1 2026: 9,100 shares worth $517K. The stake represents 0.02% of the portfolio and ranks #533 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in PSCF as recently as Q1 2025.

Gladstone Institutional Advisory first reported a position in PSCF in Q1 2022 and has held it in 11 quarters since. The position peaked at $562K in Q1 2022. 22 funds tracked by Wall St. Rank hold PSCF as of Q1 2026.

  • Gladstone Institutional Advisory held 9,100 shares of Invesco S&P SmallCap Financials ETF worth $517K as of Q1 2026.
  • Invesco S&P SmallCap Financials ETF was a new Gladstone Institutional Advisory position in Q1 2026.
  • Invesco S&P SmallCap Financials ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #533 holding.
  • Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Financials ETF in Q1 2022 and has held it in 11 quarters since.
  • Gladstone Institutional Advisory's Invesco S&P SmallCap Financials ETF position peaked at $562K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2026.

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