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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TPW

TOP Private Wealth Glastonbury, Connecticut $104M AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAG

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

PMWMG

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

Global Retirement Partners's PSCI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2026: 2,250 shares worth $419K. The stake represents 0.01% of the portfolio and ranks #1127 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PSCI as recently as Q3 2025.

Global Retirement Partners first reported a position in PSCI in Q2 2018 and has held it in 18 quarters since. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

Global Retirement Partners held 2,250 shares of Invesco S&P SmallCap Industrials ETF worth $419K as of Q2 2026.
Invesco S&P SmallCap Industrials ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P SmallCap Industrials ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1127 holding.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2018 and has held it in 18 quarters since.
58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.