LPL Financial
PSCF icon

LPL Financial’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

LPL Financial’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$296K Sell
4,557
-128
-3% -$7.9K ﹤0.01% 5468
2026
Q1 		$266K Sell
4,685
-787
-14% -$46.3K ﹤0.01% 5278
2025
Q4 		$315K Buy
5,472
+306
+6% +$17.3K ﹤0.01% 5110
2025
Q3 		$296K Buy
5,166
+387
+8% +$22K ﹤0.01% 5056
2025
Q2 		$259K Sell
4,779
-1,044
-18% -$53.9K ﹤0.01% 4880
2025
Q1 		$308K Sell
5,823
-122
-2% -$6.69K ﹤0.01% 4551
2024
Q4 		$329K Buy
5,945
+687
+13% +$39.5K ﹤0.01% 4442
2024
Q3 		$291K Sell
5,258
-515
-9% -$27.3K ﹤0.01% 4454
2024
Q2 		$275K Sell
5,773
-419
-7% -$19.7K ﹤0.01% 4346
2024
Q1 		$300K Sell
6,192
-1,291
-17% -$60.8K ﹤0.01% 4200
2023
Q4 		$368K Sell
7,483
-685
-8% -$29.6K ﹤0.01% 3920
2023
Q3 		$339K Sell
8,168
-337
-4% -$14.9K ﹤0.01% 3808
2023
Q2 		$357K Sell
8,505
-679
-7% -$28.2K ﹤0.01% 3715
2023
Q1 		$398K Sell
9,184
-635
-6% -$30.8K ﹤0.01% 3519
2022
Q4 		$473K Sell
9,819
-287
-3% -$14K ﹤0.01% 3300
2022
Q3 		$454K Buy
10,106
+32
+0.3% +$1.62K ﹤0.01% 3241
2022
Q2 		$487K Buy
10,074
+2,574
+34% +$135K ﹤0.01% 3229
2022
Q1 		$436K Sell
7,500
-247
-3% -$14.6K ﹤0.01% 3307
2021
Q4 		$475K Sell
7,747
-51
-0.7% -$3.1K ﹤0.01% 3322
2021
Q3 		$455K Sell
7,798
-2,226
-22% -$127K ﹤0.01% 3306
2021
Q2 		$578K Sell
10,024
-873
-8% -$51K ﹤0.01% 3034
2021
Q1 		$617K Buy
10,897
+4,938
+83% +$268K ﹤0.01% 2845
2020
Q4 		$292K Sell
5,959
-317
-5% -$14K ﹤0.01% 3219
2020
Q3 		$236K Sell
6,276
-160
-2% -$6.29K ﹤0.01% 3081
2020
Q2 		$253K Sell
6,436
-1,151
-15% -$42.9K ﹤0.01% 2960
2020
Q1 		$273K Sell
7,587
-1,403
-16% -$70.4K ﹤0.01% 2566
2019
Q4 		$508K Sell
8,990
-1,189
-12% -$66.3K ﹤0.01% 2361
2019
Q3 		$553K Sell
10,179
-10,969
-52% -$589K ﹤0.01% 2182
2019
Q2 		$1.14M Buy
21,148
+851
+4% +$45.7K ﹤0.01% 1636
2019
Q1 		$1.06M Sell
20,297
-54
-0.3% -$2.84K ﹤0.01% 1612
2018
Q4 		$976K Sell
20,351
-19,241
-49% -$1.03M ﹤0.01% 1553
2018
Q3 		$2.27M Buy
39,592
+16,935
+75% +$997K 0.01% 1101
2018
Q2 		$1.3M Buy
+22,657
New +$1.27M ﹤0.01% 1447

Other funds holding PSCF

PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

LPL Financial's PSCF Position: Q2 2026 in Review

LPL Financial reduced its Invesco S&P SmallCap Financials ETF (PSCF) stake by 2.7% in Q2 2026, selling an estimated $7.9K and leaving 4,557 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #5468.

LPL Financial first reported a position in PSCF in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.27M in Q3 2018. 11 funds tracked by Wall St. Rank hold PSCF as of Q2 2026.

  • LPL Financial held 4,557 shares of Invesco S&P SmallCap Financials ETF worth $296K as of Q2 2026.
  • LPL Financial sold 128 Invesco S&P SmallCap Financials ETF shares in Q2 2026, an estimated $7.9K.
  • Invesco S&P SmallCap Financials ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5468 holding.
  • LPL Financial first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2018 and has held it in 33 quarters since.
  • LPL Financial's Invesco S&P SmallCap Financials ETF position peaked at $2.27M in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.