Meridian Investment Counsel’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Meridian Investment Counsel’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
2025 Q1	–	Sell	-1,882	Closed	-$205K	–	215
2024 Q4	$205K	Hold	1,882	–	–	0.06%	206
2024 Q3	$209K	Buy	+1,882	New	+$198K	0.06%	205
2024 Q2	–	Sell	-1,882	Closed	-$205K	–	215
2024 Q1	$205K	Buy	+1,882	New	+$193K	0.07%	197
2022 Q1	–	Sell	-1,895	Closed	-$211K	–	229
2021 Q4	$211K	Hold	1,895	–	–	0.07%	206
2021 Q3	$204K	Hold	1,895	–	–	0.07%	196
2021 Q2	$222K	Hold	1,895	–	–	0.08%	191
2021 Q1	$213K	Buy	+1,895	New	+$194K	0.08%	180

Other funds holding PSCD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Meridian Investment Counsel's PSCD Position: Q1 2025 in Review

Meridian Investment Counsel sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q1 2025, closing a stake of 1,882 shares — an estimated $205K sold.

Meridian Investment Counsel first reported a position in PSCD in Q1 2021 and held it in 7 quarters. The position peaked at $222K in Q2 2021. 23 funds tracked by Wall St. Rank hold PSCD as of Q1 2025.

Meridian Investment Counsel reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
Meridian Investment Counsel sold 1,882 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q1 2025, an estimated $205K.
Meridian Investment Counsel first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q1 2021 and held it in 7 quarters.
Meridian Investment Counsel's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $222K in Q2 2021.
23 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2025.

Based on Meridian Investment Counsel's 13F filing for Q1 2025, filed 29 Apr 2025.