Kestra Advisory Services’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-3,261	Closed	-$101K	–	4094
2025 Q4	$101K	Buy	+3,261	New	+$104K	﹤0.01%	3412
2025 Q1	–	Sell	-7,023	Closed	-$267K	–	2868
2024 Q4	$267K	Sell	7,023 -12	-0.2%	-$461	﹤0.01%	2317
2024 Q3	$265K	Sell	7,035 -616	-8%	-$22.7K	﹤0.01%	2174
2024 Q2	$270K	Sell	7,651 -1,027	-12%	-$36.9K	﹤0.01%	2183
2024 Q1	$323K	Sell	8,678 -99,636	-92%	-$3.74M	﹤0.01%	1952
2023 Q4	$4.16M	Sell	108,314 -2,260	-2%	-$79.3K	0.03%	520
2023 Q3	$3.84M	Buy	110,574 +8,706	+9%	+$318K	0.04%	461
2023 Q2	$3.69M	Buy	101,868 +3,606	+4%	+$131K	0.04%	465
2023 Q1	$3.6M	Buy	+98,262	New	+$3.51M	0.04%	453

Other funds holding PSCC

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Kestra Advisory Services's PSCC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q1 2026, closing a stake of 3,261 shares — an estimated $101K sold.

Kestra Advisory Services first reported a position in PSCC in Q1 2023 and held it in 9 quarters. The position peaked at $4.16M in Q4 2023. 35 funds tracked by Wall St. Rank hold PSCC as of Q1 2026.

Kestra Advisory Services reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,261 Invesco S&P SmallCap Consumer Staples ETF shares in Q1 2026, an estimated $101K.
Kestra Advisory Services first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q1 2023 and held it in 9 quarters.
Kestra Advisory Services's Invesco S&P SmallCap Consumer Staples ETF position peaked at $4.16M in Q4 2023.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.