Global Retirement Partners’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Global Retirement Partners’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	$296K	Buy	+4,485	New	+$290K	﹤0.01%	1336
2025 Q4	$200K	Buy	3,477 +10	+0.3%	+$583	﹤0.01%	1475
2025 Q3	$199K	Buy	3,467 +411	+13%	+$23.2K	﹤0.01%	1181
2025 Q2	$170K	Buy	+3,056	New	+$168K	﹤0.01%	1173
2024 Q4	$121K	Buy	2,042 +6	+0.3%	+$371	﹤0.01%	1180
2024 Q3	$123K	Buy	2,036 +4	+0.2%	+$225	﹤0.01%	1134
2024 Q2	$102K	Buy	2,032 +1	+0%	+$51	﹤0.01%	1190
2024 Q1	$105K	Buy	2,031 +3	+0.1%	+$155	﹤0.01%	1061
2023 Q4	$105K	Buy	2,028 +7	+0.3%	+$352	﹤0.01%	1012
2023 Q3	$97.8K	Buy	2,021 +11	+0.5%	+$583	﹤0.01%	945
2023 Q2	$109K	Buy	2,010 +1	+0%	+$55	0.01%	913
2023 Q1	$109K	Buy	2,009 +505	+34%	+$28.5K	0.01%	880
2022 Q4	$81K	Buy	1,504 +704	+88%	+$38.5K	0.01%	889
2022 Q3	$46K	Buy	800 +500	+167%	+$29.3K	﹤0.01%	1055
2022 Q2	$17K	Buy	+300	New	+$18K	﹤0.01%	1418
2019 Q2	–	Sell	-157	Closed	-$8K	–	1682
2019 Q1	$8K	Hold	157	–	–	﹤0.01%	1123
2018 Q4	$8K	Hold	157	–	–	﹤0.01%	1037
2018 Q3	$9K	Hold	157	–	–	﹤0.01%	1073
2018 Q2	$8K	Hold	157	–	–	﹤0.01%	1068
2018 Q1	$8K	Hold	157	–	–	﹤0.01%	1028
2017 Q4	$8K	Hold	157	–	–	﹤0.01%	984
2017 Q3	$8K	Hold	157	–	–	﹤0.01%	904
2017 Q2	$8K	Hold	157	–	–	﹤0.01%	844
2017 Q1	$8K	Hold	157	–	–	﹤0.01%	809
2016 Q4	$8K	Buy	+157	New	+$7.39K	0.01%	751

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q2 2026: 4,485 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PSCU as recently as Q4 2025.

Global Retirement Partners first reported a position in PSCU in Q4 2016 and has held it in 25 quarters since. 19 funds tracked by Wall St. Rank hold PSCU as of Q2 2026.

Global Retirement Partners held 4,485 shares of Invesco S&P SmallCap Utilities & Communication Services ETF worth $296K as of Q2 2026.
Invesco S&P SmallCap Utilities & Communication Services ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P SmallCap Utilities & Communication Services ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1336 holding.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q4 2016 and has held it in 25 quarters since.
19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q2 2026.

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