Gladstone Institutional Advisory’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$329K	Buy	4,975 +324	+7%	+$20.9K	0.01%	714
2026 Q1	$280K	Buy	+4,651	New	+$273K	0.01%	692
2024 Q1	–	Sell	-9,314	Closed	-$504K	–	698
2023 Q4	$504K	Buy	9,314 +392	+4%	+$19.7K	0.03%	417
2023 Q3	$441K	Buy	8,922 +2,646	+42%	+$140K	0.03%	404
2023 Q2	$339K	Buy	6,276 +1,280	+26%	+$69.8K	0.02%	493
2023 Q1	$279K	Sell	4,996 -25	-0.5%	-$1.41K	0.02%	542
2022 Q4	$270K	Buy	+5,021	New	+$275K	0.02%	528
2022 Q3	–	Sell	-10,782	Closed	-$620K	–	670
2022 Q2	$620K	Buy	10,782 +6,053	+128%	+$363K	0.05%	363
2022 Q1	$307K	Buy	+4,729	New	+$303K	0.02%	543

Other funds holding PSCU

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PMWMG

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

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

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

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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

Gladstone Institutional Advisory increased its Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) stake by 7% in Q2 2026, buying an estimated $20.9K and bringing the position to 4,975 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #714.

Gladstone Institutional Advisory first reported a position in PSCU in Q1 2022 and has held it in 9 quarters since. The position peaked at $620K in Q2 2022. 19 funds tracked by Wall St. Rank hold PSCU as of Q2 2026.

Gladstone Institutional Advisory held 4,975 shares of Invesco S&P SmallCap Utilities & Communication Services ETF worth $329K as of Q2 2026.
Gladstone Institutional Advisory bought 324 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q2 2026, an estimated $20.9K.
Invesco S&P SmallCap Utilities & Communication Services ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #714 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q1 2022 and has held it in 9 quarters since.
Gladstone Institutional Advisory's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $620K in Q2 2022.
19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q2 2026.

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