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 Q2	$3.59K	Hold	30	–	–	﹤0.01%	4246
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 $3.18B AUM 65.92% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jones Financial Companies's PSCD Position: Q2 2026 in Review

Jones Financial Companies held its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) position steady in Q2 2026 at 30 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #4246.

Jones Financial Companies first reported a position in PSCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.43K in Q4 2024. 22 funds tracked by Wall St. Rank hold PSCD as of Q2 2026.

Jones Financial Companies held 30 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $3.59K as of Q2 2026.
Jones Financial Companies left its Invesco S&P SmallCap Consumer Discretionary ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Consumer Discretionary ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4246 holding.
Jones Financial Companies first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q4 2024 and has held it in 7 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 Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.