Gladstone Institutional Advisory’s Invesco S&P SmallCap Materials ETF PSCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$407K	Buy	3,922 +224	+6%	+$23.3K	0.01%	654
2026 Q1	$366K	Buy	+3,698	New	+$353K	0.01%	612
2024 Q4	–	Sell	-3,344	Closed	-$269K	–	731
2024 Q3	$269K	Buy	3,344 +152	+5%	+$11.7K	0.01%	591
2024 Q2	$239K	Buy	+3,192	New	+$244K	0.01%	587
2023 Q4	–	Sell	-5,409	Closed	-$348K	–	692
2023 Q3	$348K	Buy	+5,409	New	+$368K	0.02%	462
2023 Q2	–	Sell	-4,118	Closed	-$278K	–	691
2023 Q1	$278K	Sell	4,118 -3,445	-46%	-$235K	0.02%	544
2022 Q4	$470K	Buy	+7,563	New	+$481K	0.03%	412

Other funds holding PSCM

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

PMWMG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

PAG

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

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

Gladstone Institutional Advisory increased its Invesco S&P SmallCap Materials ETF (PSCM) stake by 6.1% in Q2 2026, buying an estimated $23.3K and bringing the position to 3,922 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #654.

Gladstone Institutional Advisory first reported a position in PSCM in Q4 2022 and has held it in 7 quarters since. The position peaked at $470K in Q4 2022. 20 funds tracked by Wall St. Rank hold PSCM as of Q2 2026.

Gladstone Institutional Advisory held 3,922 shares of Invesco S&P SmallCap Materials ETF worth $407K as of Q2 2026.
Gladstone Institutional Advisory bought 224 Invesco S&P SmallCap Materials ETF shares in Q2 2026, an estimated $23.3K.
Invesco S&P SmallCap Materials ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #654 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Materials ETF in Q4 2022 and has held it in 7 quarters since.
Gladstone Institutional Advisory's Invesco S&P SmallCap Materials ETF position peaked at $470K in Q4 2022.
20 funds tracked by Wall St. Rank held Invesco S&P SmallCap Materials ETF as of Q2 2026.

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