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

Parr McKnight Wealth Management Group’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.99M Buy
10,712
+710
+7% +$121K 0.24% 126
2026
Q1 		$1.55M Buy
+10,002
New +$1.63M 0.2% 135

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPW
TOP Private Wealth Glastonbury, Connecticut $104M AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Parr McKnight Wealth Management Group increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 7.1% in Q2 2026, buying an estimated $121K and bringing the position to 10,712 shares worth $1.99M. The position accounts for 0.24% of the portfolio, ranked #126.

Parr McKnight Wealth Management Group first reported a position in PSCI in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

  • Parr McKnight Wealth Management Group held 10,712 shares of Invesco S&P SmallCap Industrials ETF worth $1.99M as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 710 Invesco S&P SmallCap Industrials ETF shares in Q2 2026, an estimated $121K.
  • Invesco S&P SmallCap Industrials ETF made up 0.24% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #126 holding.
  • Parr McKnight Wealth Management Group first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

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