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 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 $4.3B AUM 21.02% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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

PMWMG

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

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

TRCT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Gladstone Institutional Advisory opened a new position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q1 2026: 4,651 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in PSCU as recently as Q4 2023.

Gladstone Institutional Advisory first reported a position in PSCU in Q1 2022 and has held it in 8 quarters since. The position peaked at $620K in Q2 2022. 20 funds tracked by Wall St. Rank hold PSCU as of Q1 2026.

Gladstone Institutional Advisory held 4,651 shares of Invesco S&P SmallCap Utilities & Communication Services ETF worth $280K as of Q1 2026.
Invesco S&P SmallCap Utilities & Communication Services ETF was a new Gladstone Institutional Advisory position in Q1 2026.
Invesco S&P SmallCap Utilities & Communication Services ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #692 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 8 quarters since.
Gladstone Institutional Advisory's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $620K in Q2 2022.
20 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q1 2026.

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