MPWM Advisory Solutions’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

MPWM Advisory Solutions’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
2026 Q2	$17.3K	Hold	146	–	–	0.01%	296
2026 Q1	$15K	Hold	146	–	–	0.01%	300
2025 Q4	$15.3K	Hold	146	–	–	0.01%	278
2025 Q3	$16.3K	Hold	146	–	–	0.01%	252
2025 Q2	$14.7K	Hold	146	–	–	0.01%	269
2025 Q1	$13.5K	Hold	146	–	–	0.01%	280
2024 Q4	$15.9K	Buy	+146	New	+$16.2K	0.01%	275

Other funds holding PSCD

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MPWM Advisory Solutions's PSCD Position: Q2 2026 in Review

MPWM Advisory Solutions held its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) position steady in Q2 2026 at 146 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #296.

MPWM Advisory Solutions first reported a position in PSCD in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold PSCD as of Q2 2026.

MPWM Advisory Solutions held 146 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $17.3K as of Q2 2026.
MPWM Advisory Solutions left its Invesco S&P SmallCap Consumer Discretionary ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Consumer Discretionary ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #296 holding.
MPWM Advisory Solutions first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.