Morgan Stanley
PSCF icon

Morgan Stanley’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Morgan Stanley’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$678K Sell
10,417
-1,144
-10% -$70.6K ﹤0.01% 5411
2026
Q1 		$657K Buy
11,561
+373
+3% +$22K ﹤0.01% 5341
2025
Q4 		$643K Buy
11,188
+1,604
+17% +$90.8K ﹤0.01% 5390
2025
Q3 		$550K Sell
9,584
-604
-6% -$34.3K ﹤0.01% 5462
2025
Q2 		$553K Sell
10,188
-17,071
-63% -$882K ﹤0.01% 5420
2025
Q1 		$1.44M Sell
27,259
-1,089
-4% -$59.7K ﹤0.01% 4806
2024
Q4 		$1.57M Buy
28,348
+6,394
+29% +$368K ﹤0.01% 4861
2024
Q3 		$1.22M Buy
21,954
+16
+0.1% +$849 ﹤0.01% 4930
2024
Q2 		$1.05M Sell
21,938
-4,702
-18% -$221K ﹤0.01% 4936
2024
Q1 		$1.29M Sell
26,640
-4,559
-15% -$215K ﹤0.01% 4838
2023
Q4 		$1.53M Sell
31,199
-1,264
-4% -$54.6K ﹤0.01% 4698
2023
Q3 		$1.35M Buy
32,463
+12,754
+65% +$563K ﹤0.01% 4627
2023
Q2 		$827K Sell
19,709
-4,091
-17% -$170K ﹤0.01% 4940
2023
Q1 		$1.03M Sell
23,800
-751
-3% -$36.5K ﹤0.01% 4837
2022
Q4 		$1.18M Sell
24,551
-213
-0.9% -$10.4K ﹤0.01% 4776
2022
Q3 		$1.11M Sell
24,764
-638
-3% -$32.2K ﹤0.01% 4822
2022
Q2 		$1.23M Sell
25,402
-10,230
-29% -$536K ﹤0.01% 4890
2022
Q1 		$2.07M Sell
35,632
-7,748
-18% -$459K ﹤0.01% 4501
2021
Q4 		$2.66M Buy
43,380
+969
+2% +$58.9K ﹤0.01% 4345
2021
Q3 		$2.48M Sell
42,411
-681
-2% -$38.8K ﹤0.01% 4395
2021
Q2 		$2.49M Buy
43,092
+7,847
+22% +$458K ﹤0.01% 4467
2021
Q1 		$1.99M Buy
35,245
+6,884
+24% +$374K ﹤0.01% 4260
2020
Q4 		$1.39M Buy
28,361
+7,290
+35% +$323K ﹤0.01% 4449
2020
Q3 		$794K Sell
21,071
-12,954
-38% -$509K ﹤0.01% 4366
2020
Q2 		$1.34M Sell
34,025
-8,030
-19% -$299K ﹤0.01% 3940
2020
Q1 		$1.51M Sell
42,055
-6,870
-14% -$345K ﹤0.01% 3606
2019
Q4 		$2.77M Buy
48,925
+2,866
+6% +$160K ﹤0.01% 3774
2019
Q3 		$2.5M Sell
46,059
-4,731
-9% -$254K ﹤0.01% 3581
2019
Q2 		$2.74M Sell
50,790
-8,546
-14% -$459K ﹤0.01% 3511
2019
Q1 		$3.1M Sell
59,336
-4,312
-7% -$227K ﹤0.01% 3177
2018
Q4 		$3.05M Buy
63,648
+12,834
+25% +$684K ﹤0.01% 3420
2018
Q3 		$2.91M Sell
50,814
-3,668
-7% -$216K ﹤0.01% 3693
2018
Q2 		$3.12M Buy
+54,482
New +$3.05M ﹤0.01% 3660

Other funds holding PSCF

PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley's PSCF Position: Q2 2026 in Review

Morgan Stanley reduced its Invesco S&P SmallCap Financials ETF (PSCF) stake by 9.9% in Q2 2026, selling an estimated $70.6K and leaving 10,417 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #5411.

Morgan Stanley first reported a position in PSCF in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.12M in Q2 2018. 19 funds tracked by Wall St. Rank hold PSCF as of Q2 2026.

  • Morgan Stanley held 10,417 shares of Invesco S&P SmallCap Financials ETF worth $678K as of Q2 2026.
  • Morgan Stanley sold 1,144 Invesco S&P SmallCap Financials ETF shares in Q2 2026, an estimated $70.6K.
  • Invesco S&P SmallCap Financials ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5411 holding.
  • Morgan Stanley first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2018 and has held it in 33 quarters since.
  • Morgan Stanley's Invesco S&P SmallCap Financials ETF position peaked at $3.12M in Q2 2018.
  • 19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.