Kestra Advisory Services’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Kestra Advisory Services’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
2026 Q1	–	Sell	-140	Closed	-$21K	–	4095
2025 Q4	$21K	Buy	+140	New	+$20.9K	﹤0.01%	4484

Other funds holding PSCI

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

PMWMG

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

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

Kestra Advisory Services sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2026, closing a stake of 140 shares — an estimated $21K sold.

Kestra Advisory Services first reported a position in PSCI in Q4 2025 and held it in 1 quarter. The position peaked at $21K in Q4 2025. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

Kestra Advisory Services reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 140 Invesco S&P SmallCap Industrials ETF shares in Q1 2026, an estimated $21K.
Kestra Advisory Services first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Invesco S&P SmallCap Industrials ETF position peaked at $21K in Q4 2025.
52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

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