Key Financial Inc’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Key Financial Inc’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	$7.5K	Hold	73	–	–	﹤0.01%	947
2025 Q4	$7.65K	Hold	73	–	–	﹤0.01%	949
2025 Q3	$8.19K	Hold	73	–	–	﹤0.01%	932
2025 Q2	$7.35K	Hold	73	–	–	﹤0.01%	937
2025 Q1	$6.73K	Hold	73	–	–	﹤0.01%	921
2024 Q4	$7.95K	Hold	73	–	–	﹤0.01%	870
2024 Q3	$8.1K	Hold	73	–	–	﹤0.01%	847
2024 Q2	$7.35K	Hold	73	–	–	﹤0.01%	850
2024 Q1	$7.96K	Hold	73	–	–	﹤0.01%	819
2023 Q4	$7.57K	Hold	73	–	–	﹤0.01%	813
2023 Q3	$6.2K	Hold	73	–	–	﹤0.01%	842
2023 Q2	$6.69K	Hold	73	–	–	﹤0.01%	831
2023 Q1	$6.46K	Hold	73	–	–	﹤0.01%	771
2022 Q4	$5.22K	Hold	73	–	–	﹤0.01%	784
2022 Q3	$5K	Hold	73	–	–	﹤0.01%	801
2022 Q2	$6K	Hold	73	–	–	﹤0.01%	763
2022 Q1	$7K	Hold	73	–	–	﹤0.01%	729
2021 Q4	$8K	Hold	73	–	–	﹤0.01%	631
2021 Q3	$8K	Hold	73	–	–	﹤0.01%	629
2021 Q2	$8K	Hold	73	–	–	﹤0.01%	621
2021 Q1	$8K	Hold	73	–	–	0.01%	528
2020 Q4	$6K	Buy	+73	New	+$5.43K	﹤0.01%	533
2020 Q2	–	Sell	-73	Closed	-$3K	–	481
2020 Q1	$3K	Buy	+73	New	+$4.04K	﹤0.01%	568

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

Key Financial Inc's PSCD Position: Q1 2026 in Review

Key Financial Inc held its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) position steady in Q1 2026 at 73 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Key Financial Inc first reported a position in PSCD in Q1 2020 and has held it in 23 quarters since. The position peaked at $8.19K in Q3 2025. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

Key Financial Inc held 73 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $7.5K as of Q1 2026.
Key Financial Inc 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 Key Financial Inc's portfolio in Q1 2026, its #947 holding.
Key Financial Inc first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $8.19K in Q3 2025.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.