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IHT Wealth Management’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

IHT Wealth Management’s Portfolio PSCD Stock Details PSCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-113,420
Closed -$12.4M – 1068
2024
Q1 		$12.4M Buy
113,420
+60,990
+116% +$6.27M 0.5% 35
2023
Q4 		$5.44M Sell
52,430
-2,491
-5% -$222K 0.24% 90
2023
Q3 		$4.67M Buy
+54,921
New +$5M 0.24% 95

Other funds holding PSCD

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's PSCD Position: Q2 2024 in Review

IHT Wealth Management sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q2 2024, closing a stake of 113,420 shares — an estimated $12.4M sold.

IHT Wealth Management first reported a position in PSCD in Q3 2023 and held it in 3 quarters. The position peaked at $12.4M in Q1 2024. 26 funds tracked by Wall St. Rank hold PSCD as of Q2 2024.

  • IHT Wealth Management reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
  • IHT Wealth Management sold 113,420 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q2 2024, an estimated $12.4M.
  • IHT Wealth Management first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q3 2023 and held it in 3 quarters.
  • IHT Wealth Management's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $12.4M in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q2 2024.

Based on IHT Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.