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Marcum Wealth’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Marcum Wealth’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
2025
Q1 		– Sell
-1,505
Closed -$202K – 419
2024
Q4 		$202K Sell
1,505
-10
-0.7% -$1.38K 0.02% 365
2024
Q3 		$200K Buy
+1,515
New +$191K 0.02% 367

Other funds holding PSCI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Marcum Wealth's PSCI Position: Q1 2025 in Review

Marcum Wealth sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2025, closing a stake of 1,505 shares — an estimated $202K sold.

Marcum Wealth first reported a position in PSCI in Q3 2024 and held it in 2 quarters. The position peaked at $202K in Q4 2024. 56 funds tracked by Wall St. Rank hold PSCI as of Q1 2025.

  • Marcum Wealth reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 1,505 Invesco S&P SmallCap Industrials ETF shares in Q1 2025, an estimated $202K.
  • Marcum Wealth first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2024 and held it in 2 quarters.
  • Marcum Wealth's Invesco S&P SmallCap Industrials ETF position peaked at $202K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.