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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 		$744K Buy
+4,000
New +$684K 0.01% 204

Other funds holding PSCI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PSCI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2026: 4,000 shares worth $744K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings.

37 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 4,000 shares of Invesco S&P SmallCap Industrials ETF worth $744K as of Q2 2026.
  • Invesco S&P SmallCap Industrials ETF was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
  • Invesco S&P SmallCap Industrials ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #204 holding.
  • 37 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.