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 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

PMWMG

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

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

Gladstone Institutional Advisory opened a new position in Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2026: 2,600 shares worth $402K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in PSCI as recently as Q4 2024.

Gladstone Institutional Advisory first reported a position in PSCI in Q1 2022 and has held it in 8 quarters since. The position peaked at $674K in Q4 2022. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

Gladstone Institutional Advisory held 2,600 shares of Invesco S&P SmallCap Industrials ETF worth $402K as of Q1 2026.
Invesco S&P SmallCap Industrials ETF was a new Gladstone Institutional Advisory position in Q1 2026.
Invesco S&P SmallCap Industrials ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #588 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2022 and has held it in 8 quarters since.
Gladstone Institutional Advisory's Invesco S&P SmallCap Industrials ETF position peaked at $674K in Q4 2022.
52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

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