IFP Advisors’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

IFP Advisors’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 Q1	–	Sell	-26	Closed	-$3.49K	–	4564
2024 Q4	$3.49K	Buy	+26	New	+$3.6K	﹤0.01%	2920
2023 Q4	–	Sell	-62	Closed	-$6.17K	–	3267
2023 Q3	$6.17K	Buy	62 +12	+24%	+$1.24K	﹤0.01%	2433
2023 Q2	$5.21K	Hold	50	–	–	﹤0.01%	2530
2023 Q1	$3.4K	Hold	50	–	–	﹤0.01%	2716
2022 Q4	$3K	Hold	50	–	–	﹤0.01%	4043
2022 Q3	$3K	Buy	+50	New	+$4.32K	﹤0.01%	4249
2019 Q4	–	Sell	-360	Closed	-$25K	–	3057
2019 Q3	$24K	Buy	+360	New	+$23.7K	﹤0.01%	1690
2019 Q1	$86K	Sell	1,360 -382	-22%	-$23.8K	0.01%	745
2018 Q4	$96K	Sell	1,742 -28	-2%	-$1.76K	0.01%	1220
2018 Q3	$130K	Buy	1,770 +560	+46%	+$40.7K	0.01%	1322
2018 Q2	$82K	Buy	+1,210	New	+$80.5K	﹤0.01%	1603
2016 Q2	–	Sell	-1,360	Closed	-$86K	–	4013
2016 Q1	$86K	Buy	+1,360	New	+$55.7K	0.01%	745

Other funds holding PSCI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IFP Advisors's PSCI Position: Q1 2025 in Review

IFP Advisors sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2025, closing a stake of 26 shares — an estimated $3.49K sold.

IFP Advisors first reported a position in PSCI in Q1 2016 and held it in 12 quarters. The position peaked at $130K in Q3 2018. 56 funds tracked by Wall St. Rank hold PSCI as of Q1 2025.

IFP Advisors reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 26 Invesco S&P SmallCap Industrials ETF shares in Q1 2025, an estimated $3.49K.
IFP Advisors first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2016 and held it in 12 quarters.
IFP Advisors's Invesco S&P SmallCap Industrials ETF position peaked at $130K in Q3 2018.
56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.