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 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

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

PMWMG

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

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

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RAS

RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return

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

Gladstone Institutional Advisory opened a new position in Invesco S&P SmallCap Materials ETF (PSCM) in Q1 2026: 3,698 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in PSCM as recently as Q3 2024.

Gladstone Institutional Advisory first reported a position in PSCM in Q4 2022 and has held it in 6 quarters since. The position peaked at $470K in Q4 2022. 21 funds tracked by Wall St. Rank hold PSCM as of Q1 2026.

Gladstone Institutional Advisory held 3,698 shares of Invesco S&P SmallCap Materials ETF worth $366K as of Q1 2026.
Invesco S&P SmallCap Materials ETF was a new Gladstone Institutional Advisory position in Q1 2026.
Invesco S&P SmallCap Materials ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #612 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Materials ETF in Q4 2022 and has held it in 6 quarters since.
Gladstone Institutional Advisory's Invesco S&P SmallCap Materials ETF position peaked at $470K in Q4 2022.
21 funds tracked by Wall St. Rank held Invesco S&P SmallCap Materials ETF as of Q1 2026.

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