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
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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SIC

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $102M AUM

Global Retirement Partners's PSCI Position: Q4 2025 in Review

Global Retirement Partners sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q4 2025, closing a stake of 2,277 shares — an estimated $340K sold.

Global Retirement Partners first reported a position in PSCI in Q2 2018 and held it in 17 quarters. The position peaked at $340K in Q3 2025. 51 funds tracked by Wall St. Rank hold PSCI as of Q4 2025.

Global Retirement Partners reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 2,277 Invesco S&P SmallCap Industrials ETF shares in Q4 2025, an estimated $340K.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2018 and held it in 17 quarters.
Global Retirement Partners's Invesco S&P SmallCap Industrials ETF position peaked at $340K in Q3 2025.
51 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.