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
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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Modern Wealth Management's PSCI Position: Q1 2025 in Review

Modern Wealth Management sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2025, closing a stake of 24,410 shares — an estimated $3.28M sold.

Modern Wealth Management first reported a position in PSCI in Q4 2024 and held it in 1 quarter. The position peaked at $3.28M in Q4 2024. 56 funds tracked by Wall St. Rank hold PSCI as of Q1 2025.

Modern Wealth Management reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2025 after selling out during the quarter.
Modern Wealth Management sold 24,410 Invesco S&P SmallCap Industrials ETF shares in Q1 2025, an estimated $3.28M.
Modern Wealth Management first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2024 and held it in 1 quarter.
Modern Wealth Management's Invesco S&P SmallCap Industrials ETF position peaked at $3.28M in Q4 2024.
56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2025.

Based on Modern Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.