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 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 $2.41B AUM 48.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

MPWM Advisory Solutions's PSCD Position: Q1 2026 in Review

MPWM Advisory Solutions held its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) position steady in Q1 2026 at 146 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #300.

MPWM Advisory Solutions first reported a position in PSCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.3K in Q3 2025. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

MPWM Advisory Solutions held 146 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $15K as of Q1 2026.
MPWM Advisory Solutions left its Invesco S&P SmallCap Consumer Discretionary ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Consumer Discretionary ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #300 holding.
MPWM Advisory Solutions first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $16.3K in Q3 2025.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.