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

LPL Financial’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	$315K	Sell	3,070 -600	-16%	-$66.1K	﹤0.01%	5156
2025 Q4	$385K	Buy	3,670 +340	+10%	+$35.9K	﹤0.01%	4953
2025 Q3	$371K	Sell	3,330 -334	-9%	-$36.2K	﹤0.01%	4874
2025 Q2	$369K	Buy	3,664 +398	+12%	+$37.4K	﹤0.01%	4620
2025 Q1	$301K	Buy	3,266 +615	+23%	+$64.3K	﹤0.01%	4568
2024 Q4	$289K	Sell	2,651 -163	-6%	-$18.1K	﹤0.01%	4557
2024 Q3	$312K	Sell	2,814 -760	-21%	-$79.8K	﹤0.01%	4397
2024 Q2	$360K	Sell	3,574 -658	-16%	-$67.7K	﹤0.01%	4121
2024 Q1	$461K	Buy	4,232 +464	+12%	+$47.7K	﹤0.01%	3856
2023 Q4	$391K	Buy	3,768 +584	+18%	+$52K	﹤0.01%	3864
2023 Q3	$271K	Sell	3,184 -110	-3%	-$10K	﹤0.01%	4009
2023 Q2	$302K	Sell	3,294 -4,753	-59%	-$416K	﹤0.01%	3844
2023 Q1	$713K	Buy	8,047 +2,105	+35%	+$188K	﹤0.01%	3037
2022 Q4	$468K	Buy	5,942 +3,107	+110%	+$247K	﹤0.01%	3311
2022 Q3	$203K	Sell	2,835 -7	-0.2%	-$569	﹤0.01%	3926
2022 Q2	$212K	Sell	2,842 -1,111	-28%	-$94.7K	﹤0.01%	3900
2022 Q1	$366K	Sell	3,953 -1,130	-22%	-$113K	﹤0.01%	3423
2021 Q4	$565K	Sell	5,083 -1,999	-28%	-$225K	﹤0.01%	3172
2021 Q3	$763K	Sell	7,082 -44,041	-86%	-$4.94M	﹤0.01%	2837
2021 Q2	$6M	Buy	51,123 +42,639	+503%	+$4.94M	0.01%	1214
2021 Q1	$952K	Buy	8,484 +5,241	+162%	+$535K	﹤0.01%	2433
2020 Q4	$264K	Buy	+3,243	New	+$241K	﹤0.01%	3311
2020 Q1	–	Sell	-3,923	Closed	-$250K	–	3380
2019 Q4	$250K	Sell	3,923 -206	-5%	-$12.7K	﹤0.01%	2924
2019 Q3	$249K	Sell	4,129 -730	-15%	-$42.8K	﹤0.01%	2832
2019 Q2	$289K	Sell	4,859 -889	-15%	-$53.5K	﹤0.01%	2728
2019 Q1	$348K	Buy	5,748 +612	+12%	+$36.9K	﹤0.01%	2519
2018 Q4	$281K	Sell	5,136 -484	-9%	-$29.3K	﹤0.01%	2515
2018 Q3	$386K	Buy	5,620 +1,401	+33%	+$96.4K	﹤0.01%	2448
2018 Q2	$278K	Buy	+4,219	New	+$267K	﹤0.01%	2721

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

LPL Financial's PSCD Position: Q1 2026 in Review

LPL Financial reduced its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) stake by 16% in Q1 2026, selling an estimated $66.1K and leaving 3,070 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #5156.

LPL Financial first reported a position in PSCD in Q2 2018 and has held it in 29 quarters since. The position peaked at $6M in Q2 2021. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

LPL Financial held 3,070 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $315K as of Q1 2026.
LPL Financial sold 600 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q1 2026, an estimated $66.1K.
Invesco S&P SmallCap Consumer Discretionary ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5156 holding.
LPL Financial first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q2 2018 and has held it in 29 quarters since.
LPL Financial's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $6M in Q2 2021.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.