LPL Financial
PSCI icon

LPL Financial’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

LPL Financial’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 		$3.7M Buy
23,918
+1,926
+9% +$314K ﹤0.01% 2908
2025
Q4 		$3.3M Buy
21,992
+1,482
+7% +$222K ﹤0.01% 2915
2025
Q3 		$3.07M Sell
20,510
-2,045
-9% -$295K ﹤0.01% 2927
2025
Q2 		$3.02M Sell
22,555
-27,808
-55% -$3.41M ﹤0.01% 2743
2025
Q1 		$5.98M Sell
50,363
-1,384
-3% -$183K ﹤0.01% 2001
2024
Q4 		$6.95M Buy
51,747
+6,532
+14% +$904K ﹤0.01% 1806
2024
Q3 		$5.98M Buy
45,215
+22,868
+102% +$2.89M ﹤0.01% 1837
2024
Q2 		$2.68M Sell
22,347
-9,979
-31% -$1.22M ﹤0.01% 2347
2024
Q1 		$4.1M Buy
32,326
+9,333
+41% +$1.09M ﹤0.01% 1940
2023
Q4 		$2.67M Buy
22,993
+3,368
+17% +$348K ﹤0.01% 2167
2023
Q3 		$1.95M Buy
19,625
+4,773
+32% +$492K ﹤0.01% 2298
2023
Q2 		$1.55M Buy
14,852
+8,234
+124% +$787K ﹤0.01% 2478
2023
Q1 		$632K Buy
6,618
+1,540
+30% +$147K ﹤0.01% 3140
2022
Q4 		$451K Buy
5,078
+400
+9% +$35.5K ﹤0.01% 3345
2022
Q3 		$364K Buy
4,678
+269
+6% +$23.2K ﹤0.01% 3418
2022
Q2 		$359K Buy
4,409
+422
+11% +$36.5K ﹤0.01% 3475
2022
Q1 		$368K Sell
3,987
-711
-15% -$65.3K ﹤0.01% 3419
2021
Q4 		$463K Sell
4,698
-780
-14% -$76.1K ﹤0.01% 3343
2021
Q3 		$498K Sell
5,478
-38
-0.7% -$3.5K ﹤0.01% 3215
2021
Q2 		$513K Buy
5,516
+1,860
+51% +$176K ﹤0.01% 3142
2021
Q1 		$343K Buy
+3,656
New +$326K ﹤0.01% 3366
2020
Q1 		– Sell
-6,056
Closed -$435K – 3381
2019
Q4 		$435K Sell
6,056
-639
-10% -$44.5K ﹤0.01% 2490
2019
Q3 		$450K Sell
6,695
-1,897
-22% -$125K ﹤0.01% 2341
2019
Q2 		$572K Sell
8,592
-238
-3% -$15.4K ﹤0.01% 2177
2019
Q1 		$556K Buy
8,830
+535
+6% +$33.3K ﹤0.01% 2151
2018
Q4 		$462K Buy
8,295
+2,337
+39% +$147K ﹤0.01% 2101
2018
Q3 		$437K Buy
5,958
+2,761
+86% +$201K ﹤0.01% 2350
2018
Q2 		$216K Buy
+3,197
New +$213K ﹤0.01% 2928

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial's PSCI Position: Q1 2026 in Review

LPL Financial increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 8.8% in Q1 2026, buying an estimated $314K and bringing the position to 23,918 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

LPL Financial first reported a position in PSCI in Q2 2018 and has held it in 28 quarters since. The position peaked at $6.95M in Q4 2024. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

  • LPL Financial held 23,918 shares of Invesco S&P SmallCap Industrials ETF worth $3.7M as of Q1 2026.
  • LPL Financial bought 1,926 Invesco S&P SmallCap Industrials ETF shares in Q1 2026, an estimated $314K.
  • Invesco S&P SmallCap Industrials ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2908 holding.
  • LPL Financial first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2018 and has held it in 28 quarters since.
  • LPL Financial's Invesco S&P SmallCap Industrials ETF position peaked at $6.95M in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

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