Jones Financial Companies’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Jones Financial Companies’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 Q1	$3.01K	Hold	30	–	–	﹤0.01%	4030
2025 Q4	$3.14K	Hold	30	–	–	﹤0.01%	3686
2025 Q3	$3.35K	Hold	30	–	–	﹤0.01%	3520
2025 Q2	$3.03K	Hold	30	–	–	﹤0.01%	3322
2025 Q1	$2.75K	Sell	30 -29	-49%	-$3.03K	﹤0.01%	3164
2024 Q4	$6.43K	Buy	+59	New	+$6.54K	﹤0.01%	2684

Other funds holding PSCD

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Jones Financial Companies's PSCD Position: Q1 2026 in Review

Jones Financial Companies held its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) position steady in Q1 2026 at 30 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #4030.

Jones Financial Companies first reported a position in PSCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.43K in Q4 2024. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

Jones Financial Companies held 30 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $3.01K as of Q1 2026.
Jones Financial Companies left its Invesco S&P SmallCap Consumer Discretionary ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Consumer Discretionary ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4030 holding.
Jones Financial Companies first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q4 2024 and has held it in 6 quarters since.
Jones Financial Companies's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $6.43K in Q4 2024.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.