Global Retirement Partners
PSCI icon

Global Retirement Partners’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Global Retirement Partners’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
Q3 		$347K Sell
2,176
-74
-3% -$12.9K ﹤0.01% 1282
2026
Q2 		$419K Buy
+2,250
New +$385K 0.01% 1127
2025
Q4 		– Sell
-2,277
Closed -$340K – 4377
2025
Q3 		$340K Buy
2,277
+3
+0.1% +$432 0.01% 925
2025
Q2 		$305K Buy
+2,274
New +$279K 0.01% 906
2024
Q4 		$164K Buy
1,222
+2
+0.2% +$277 ﹤0.01% 1040
2024
Q3 		$161K Buy
1,220
+3
+0.2% +$379 ﹤0.01% 1003
2024
Q2 		$146K Buy
1,217
+2
+0.2% +$244 ﹤0.01% 1019
2024
Q1 		$154K Buy
1,215
+1
+0.1% +$117 0.01% 895
2023
Q4 		$133K Buy
1,214
+4
+0.3% +$413 0.01% 910
2023
Q3 		$119K Buy
1,210
+2
+0.2% +$206 0.01% 865
2023
Q2 		$126K Buy
1,208
+2
+0.2% +$191 0.01% 849
2023
Q1 		$112K Buy
1,206
+2
+0.2% +$191 0.01% 869
2022
Q4 		$107K Buy
1,204
+4
+0.3% +$355 0.01% 793
2022
Q3 		$108K Buy
1,200
+800
+200% +$69.1K 0.01% 752
2022
Q2 		$33K Buy
+400
New +$34.6K ﹤0.01% 1156
2019
Q2 		– Sell
-180
Closed -$11K – 1680
2019
Q1 		$11K Hold
180
– – ﹤0.01% 1036
2018
Q4 		$10K Hold
180
– – ﹤0.01% 977
2018
Q3 		$13K Hold
180
– – ﹤0.01% 962
2018
Q2 		$12K Buy
+180
New +$12K ﹤0.01% 957

Other funds holding PSCI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Parr McKnight Wealth Management Group
Parr McKnight Wealth Management Group Minneapolis, Minnesota $845M AUM 15.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Global Retirement Partners's PSCI Position: Q3 2026 in Review

Global Retirement Partners reduced its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 3.3% in Q3 2026, selling an estimated $12.9K and leaving 2,176 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Global Retirement Partners first reported a position in PSCI in Q2 2018 and has held it in 19 quarters since. The position peaked at $419K in Q2 2026. 40 funds tracked by Wall St. Rank hold PSCI as of Q3 2026.

  • Global Retirement Partners held 2,176 shares of Invesco S&P SmallCap Industrials ETF worth $347K as of Q3 2026.
  • Global Retirement Partners sold 74 Invesco S&P SmallCap Industrials ETF shares in Q3 2026, an estimated $12.9K.
  • Invesco S&P SmallCap Industrials ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #1282 holding.
  • Global Retirement Partners first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2018 and has held it in 19 quarters since.
  • Global Retirement Partners's Invesco S&P SmallCap Industrials ETF position peaked at $419K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.