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

Independent Wealth Network’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
Q3 		$762K Buy
4,776
+375
+9% +$65.5K 0.19% 145
2026
Q2 		$819K Sell
4,401
-998
-18% -$171K 0.21% 127
2026
Q1 		$835K Buy
+5,399
New +$880K 0.25% 108

Other funds holding PSCI

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Independent Wealth Network's PSCI Position: Q3 2026 in Review

Independent Wealth Network increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 8.5% in Q3 2026, buying an estimated $65.5K and bringing the position to 4,776 shares worth $762K. The position accounts for 0.19% of the portfolio, ranked #145.

Independent Wealth Network first reported a position in PSCI in Q1 2026 and has held it in 3 quarters since. The position peaked at $835K in Q1 2026. 7 funds tracked by Wall St. Rank hold PSCI as of Q3 2026.

  • Independent Wealth Network held 4,776 shares of Invesco S&P SmallCap Industrials ETF worth $762K as of Q3 2026.
  • Independent Wealth Network bought 375 Invesco S&P SmallCap Industrials ETF shares in Q3 2026, an estimated $65.5K.
  • Invesco S&P SmallCap Industrials ETF made up 0.19% of Independent Wealth Network's portfolio in Q3 2026, its #145 holding.
  • Independent Wealth Network first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2026 and has held it in 3 quarters since.
  • Independent Wealth Network's Invesco S&P SmallCap Industrials ETF position peaked at $835K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.