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Optima Capital’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Optima Capital’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 		– Sell
-95
Closed -$9.94K – 1000
2025
Q4 		$9.94K Buy
+95
New +$10K ﹤0.01% 523

Other funds holding PSCD

VF
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Optima Capital's PSCD Position: Q1 2026 in Review

Optima Capital sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q1 2026, closing a stake of 95 shares — an estimated $9.94K sold.

Optima Capital first reported a position in PSCD in Q4 2025 and held it in 1 quarter. The position peaked at $9.94K in Q4 2025. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

  • Optima Capital reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 95 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q1 2026, an estimated $9.94K.
  • Optima Capital first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $9.94K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.