Gladstone Institutional Advisory’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Gladstone Institutional Advisory’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
2026 Q2	$527K	Buy	2,833 +233	+9%	+$39.8K	0.02%	578
2026 Q1	$402K	Buy	+2,600	New	+$424K	0.01%	588
2025 Q1	–	Sell	-1,684	Closed	-$226K	–	750
2024 Q4	$226K	Buy	+1,684	New	+$233K	0.01%	646
2023 Q3	–	Sell	-3,317	Closed	-$345K	–	663
2023 Q2	$345K	Buy	3,317 +406	+14%	+$38.8K	0.02%	486
2023 Q1	$278K	Sell	2,911 -4,680	-62%	-$447K	0.02%	547
2022 Q4	$674K	Buy	7,591 +4,001	+111%	+$355K	0.05%	345
2022 Q3	$279K	Buy	3,590 +1,125	+46%	+$97.2K	0.02%	516
2022 Q2	$201K	Sell	2,465 -1,656	-40%	-$143K	0.02%	605
2022 Q1	$380K	Buy	+4,121	New	+$379K	0.03%	493

Other funds holding PSCI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TPW

TOP Private Wealth Glastonbury, Connecticut $104M AUM

SIC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

PMWMG

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

Gladstone Institutional Advisory's PSCI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 9% in Q2 2026, buying an estimated $39.8K and bringing the position to 2,833 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #578.

Gladstone Institutional Advisory first reported a position in PSCI in Q1 2022 and has held it in 9 quarters since. The position peaked at $674K in Q4 2022. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

Gladstone Institutional Advisory held 2,833 shares of Invesco S&P SmallCap Industrials ETF worth $527K as of Q2 2026.
Gladstone Institutional Advisory bought 233 Invesco S&P SmallCap Industrials ETF shares in Q2 2026, an estimated $39.8K.
Invesco S&P SmallCap Industrials ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #578 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2022 and has held it in 9 quarters since.
Gladstone Institutional Advisory's Invesco S&P SmallCap Industrials ETF position peaked at $674K in Q4 2022.
58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.