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IHT Wealth Management’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

IHT Wealth Management’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 		$2.2M Sell
33,365
-5,964
-15% -$385K 0.05% 368
2026
Q1 		$2.37M Buy
39,329
+17,070
+77% +$1M 0.06% 328
2025
Q4 		$1.28M Buy
22,259
+12,219
+122% +$712K 0.03% 470
2025
Q3 		$577K Buy
+10,040
New +$566K 0.01% 691

Other funds holding PSCU

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Susquehanna International Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
VF
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
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

IHT Wealth Management's PSCU Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) stake by 15% in Q2 2026, selling an estimated $385K and leaving 33,365 shares worth $2.2M. The position accounts for 0.05% of the portfolio, ranked #368.

IHT Wealth Management first reported a position in PSCU in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.37M in Q1 2026. 19 funds tracked by Wall St. Rank hold PSCU as of Q2 2026.

  • IHT Wealth Management held 33,365 shares of Invesco S&P SmallCap Utilities & Communication Services ETF worth $2.2M as of Q2 2026.
  • IHT Wealth Management sold 5,964 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q2 2026, an estimated $385K.
  • Invesco S&P SmallCap Utilities & Communication Services ETF made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #368 holding.
  • IHT Wealth Management first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q3 2025 and has held it in 4 quarters since.
  • IHT Wealth Management's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $2.37M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.