Private Advisory Group’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Private Advisory 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	$204K	Buy	+1,096	New	+$187K	0.01%	290
2024 Q2	–	Sell	-3,615	Closed	-$459K	–	194
2024 Q1	$459K	Buy	+3,615	New	+$424K	0.07%	137

Other funds holding PSCI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Private Advisory Group's PSCI Position: Q2 2026 in Review

Private Advisory Group opened a new position in Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2026: 1,096 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in PSCI as recently as Q1 2024.

Private Advisory Group first reported a position in PSCI in Q1 2024 and has held it in 2 quarters since. The position peaked at $459K in Q1 2024. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

Private Advisory Group held 1,096 shares of Invesco S&P SmallCap Industrials ETF worth $204K as of Q2 2026.
Invesco S&P SmallCap Industrials ETF was a new Private Advisory Group position in Q2 2026.
Invesco S&P SmallCap Industrials ETF made up 0.01% of Private Advisory Group's portfolio in Q2 2026, its #290 holding.
Private Advisory Group first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2024 and has held it in 2 quarters since.
Private Advisory Group's Invesco S&P SmallCap Industrials ETF position peaked at $459K in Q1 2024.
58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.