Parr McKnight Wealth Management Group’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Parr McKnight Wealth Management Group’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	$2.75M	Buy	42,321 +1,989	+5%	+$123K	0.33%	103
2026 Q1	$2.29M	Buy	+40,332	New	+$2.38M	0.3%	109

Other funds holding PSCF

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GIA

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Parr McKnight Wealth Management Group's PSCF Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Invesco S&P SmallCap Financials ETF (PSCF) stake by 4.9% in Q2 2026, buying an estimated $123K and bringing the position to 42,321 shares worth $2.75M. The position accounts for 0.33% of the portfolio, ranked #103.

Parr McKnight Wealth Management Group first reported a position in PSCF in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold PSCF as of Q2 2026.

Parr McKnight Wealth Management Group held 42,321 shares of Invesco S&P SmallCap Financials ETF worth $2.75M as of Q2 2026.
Parr McKnight Wealth Management Group bought 1,989 Invesco S&P SmallCap Financials ETF shares in Q2 2026, an estimated $123K.
Invesco S&P SmallCap Financials ETF made up 0.33% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #103 holding.
Parr McKnight Wealth Management Group first reported a position in Invesco S&P SmallCap Financials ETF in Q1 2026 and has held it in 2 quarters since.
19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.