MWM
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Modern Wealth Management’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Modern Wealth Management’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
Q2 		$3.6M Buy
+19,328
New +$3.3M 0.04% 300
2025
Q1 		– Sell
-24,410
Closed -$3.28M – 697
2024
Q4 		$3.28M Buy
+24,410
New +$3.38M 0.12% 143

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPW
TOP Private Wealth Glastonbury, Connecticut $104M AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Modern Wealth Management's PSCI Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2026: 19,328 shares worth $3.6M. The stake represents 0.04% of the portfolio and ranks #300 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in PSCI as recently as Q4 2024.

Modern Wealth Management first reported a position in PSCI in Q4 2024 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

  • Modern Wealth Management held 19,328 shares of Invesco S&P SmallCap Industrials ETF worth $3.6M as of Q2 2026.
  • Invesco S&P SmallCap Industrials ETF was a new Modern Wealth Management position in Q2 2026.
  • Invesco S&P SmallCap Industrials ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Modern Wealth Management first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2024 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.