Kessler Investment Group’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Kessler Investment Group’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
2025 Q3	–	Sell	-608	Closed	-$81.5K	–	169
2025 Q2	$81.5K	Buy	608 +24	+4%	+$2.94K	0.03%	97
2025 Q1	$69.4K	Sell	584 -123	-17%	-$16.2K	0.03%	104
2024 Q4	$95K	Sell	707 -350	-33%	-$48.4K	0.05%	85
2024 Q3	$140K	Buy	1,057 +979	+1,255%	+$124K	0.07%	74
2024 Q2	$9.42K	Hold	78	–	–	0.01%	134
2024 Q1	$9.99K	Buy	78 +30	+63%	+$3.52K	0.01%	128
2023 Q4	$5.65K	Sell	48 -42	-47%	-$4.34K	﹤0.01%	133
2023 Q3	$8.95K	Buy	90 +6	+7%	+$619	0.01%	114
2023 Q2	$8.76K	Buy	84 +2	+2%	+$191	0.01%	124
2023 Q1	$7.89K	Sell	82 -110	-57%	-$10.5K	0.01%	134
2022 Q4	$17K	Buy	192 +108	+129%	+$9.58K	0.02%	101
2022 Q3	$7K	Buy	84 +27	+47%	+$2.33K	0.01%	141
2022 Q2	$5K	Sell	57 -30	-34%	-$2.59K	﹤0.01%	139
2022 Q1	$8K	Buy	+87	New	+$7.99K	﹤0.01%	138

Other funds holding PSCI

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Kessler Investment Group's PSCI Position: Q3 2025 in Review

Kessler Investment Group sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q3 2025, closing a stake of 608 shares — an estimated $81.5K sold.

Kessler Investment Group first reported a position in PSCI in Q1 2022 and held it in 14 quarters. The position peaked at $140K in Q3 2024. 49 funds tracked by Wall St. Rank hold PSCI as of Q3 2025.

Kessler Investment Group reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 608 Invesco S&P SmallCap Industrials ETF shares in Q3 2025, an estimated $81.5K.
Kessler Investment Group first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2022 and held it in 14 quarters.
Kessler Investment Group's Invesco S&P SmallCap Industrials ETF position peaked at $140K in Q3 2024.
49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.