IWM
PSCC icon

IHT Wealth Management’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

IHT Wealth Management’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.53M Buy
48,456
+4,775
+11% +$158K 0.04% 447
2025
Q4 		$1.36M Buy
43,681
+29,955
+218% +$956K 0.03% 452
2025
Q3 		$452K Buy
13,726
+4,213
+44% +$145K 0.01% 775
2025
Q2 		$316K Sell
9,513
-869
-8% -$29.9K 0.01% 865
2025
Q1 		$364K Sell
10,382
-7,351
-41% -$269K 0.01% 784
2024
Q4 		$675K Sell
17,733
-1,146
-6% -$44K 0.02% 583
2024
Q3 		$712K Buy
+18,879
New +$695K 0.02% 604

Other funds holding PSCC

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return