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

Independent Wealth 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
2026
Q2 		$1.7M Buy
9,120
+67
+0.7% +$11.5K 1.54% 18
2026
Q1 		$1.4M Buy
9,053
+1,422
+19% +$232K 1.37% 21
2025
Q4 		$1.15M Buy
+7,631
New +$1.14M 1.2% 23

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPW
TOP Private Wealth Glastonbury, Connecticut $104M AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Independent Wealth Advisors's PSCI Position: Q2 2026 in Review

Independent Wealth Advisors increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 0.74% in Q2 2026, buying an estimated $11.5K and bringing the position to 9,120 shares worth $1.7M. The position accounts for 1.54% of the portfolio, ranked #18.

Independent Wealth Advisors first reported a position in PSCI in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

  • Independent Wealth Advisors held 9,120 shares of Invesco S&P SmallCap Industrials ETF worth $1.7M as of Q2 2026.
  • Independent Wealth Advisors bought 67 Invesco S&P SmallCap Industrials ETF shares in Q2 2026, an estimated $11.5K.
  • Invesco S&P SmallCap Industrials ETF made up 1.54% of Independent Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Independent Wealth Advisors first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.