IFWM
PSCC icon

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

Institute for 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
Q2 		$37K Buy
+1,050
New +$34.9K ﹤0.01% 957

Other funds holding PSCC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's PSCC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q2 2026: 1,050 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings.

20 funds tracked by Wall St. Rank hold PSCC as of Q2 2026.

  • Institute for Wealth Management held 1,050 shares of Invesco S&P SmallCap Consumer Staples ETF worth $37K as of Q2 2026.
  • Invesco S&P SmallCap Consumer Staples ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco S&P SmallCap Consumer Staples ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #957 holding.
  • 20 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.