Narus Financial Partners’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Narus Financial Partners’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
2025 Q2	–	Sell	-5,349	Closed	-$493K	–	164
2025 Q1	$493K	Buy	5,349 +1,333	+33%	+$139K	0.17%	79
2024 Q4	$437K	Buy	4,016 +1,472	+58%	+$163K	0.15%	87
2024 Q3	$282K	Buy	2,544 +23	+0.9%	+$2.42K	0.1%	122
2024 Q2	$254K	Buy	2,521 +161	+7%	+$16.6K	0.1%	122
2024 Q1	$257K	Sell	2,360 -249	-10%	-$25.6K	0.11%	124
2023 Q4	$270K	Buy	+2,609	New	+$232K	0.13%	111

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Narus Financial Partners's PSCD Position: Q2 2025 in Review

Narus Financial Partners sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q2 2025, closing a stake of 5,349 shares — an estimated $493K sold.

Narus Financial Partners first reported a position in PSCD in Q4 2023 and held it in 6 quarters. The position peaked at $493K in Q1 2025. 23 funds tracked by Wall St. Rank hold PSCD as of Q2 2025.

Narus Financial Partners reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q2 2025 after selling out during the quarter.
Narus Financial Partners sold 5,349 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q2 2025, an estimated $493K.
Narus Financial Partners first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q4 2023 and held it in 6 quarters.
Narus Financial Partners's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $493K in Q1 2025.
23 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q2 2025.

Based on Narus Financial Partners's 13F filing for Q2 2025, filed 14 Jul 2025.