IFWM
PSCD icon

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

Institute for 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
2026
Q2 		$38.5K Buy
+325
New +$35.4K ﹤0.01% 945

Other funds holding PSCD

PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q2 2026: 325 shares worth $38.5K. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings.

7 funds tracked by Wall St. Rank hold PSCD as of Q2 2026.

  • Institute for Wealth Management held 325 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $38.5K as of Q2 2026.
  • Invesco S&P SmallCap Consumer Discretionary ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco S&P SmallCap Consumer Discretionary ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #945 holding.
  • 7 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q2 2026.

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