Retirement Group’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Retirement Group’s Portfolio PSCC Stock Details PSCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$3.69K	Hold	99	–	–	﹤0.01%	599
2023 Q4	$3.8K	Hold	99	–	–	﹤0.01%	564
2023 Q3	$3.44K	Hold	99	–	–	﹤0.01%	521
2023 Q2	$3.59K	Hold	99	–	–	﹤0.01%	553
2023 Q1	$4K	Hold	99	–	–	﹤0.01%	527
2022 Q4	$3K	Hold	99	–	–	﹤0.01%	497
2022 Q3	$3K	Hold	99	–	–	﹤0.01%	375
2022 Q2	$3K	Hold	99	–	–	﹤0.01%	594
2022 Q1	$3K	Hold	99	–	–	﹤0.01%	597
2021 Q4	$4K	Hold	99	–	–	﹤0.01%	550
2021 Q3	$3K	Hold	99	–	–	﹤0.01%	493
2021 Q2	$4K	Hold	99	–	–	﹤0.01%	519
2021 Q1	$3K	Hold	99	–	–	﹤0.01%	606
2020 Q4	$2K	Hold	99	–	–	﹤0.01%	580
2020 Q3	$2K	Hold	99	–	–	﹤0.01%	571
2020 Q2	$2K	Buy	+99	New	+$2.29K	﹤0.01%	556
2019 Q4	$3K	Buy	+99	New	+$2.46K	﹤0.01%	501

Other funds holding PSCC

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Retirement Group's PSCC Position: Q1 2024 in Review

Retirement Group held its Invesco S&P SmallCap Consumer Staples ETF (PSCC) position steady in Q1 2024 at 99 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Retirement Group first reported a position in PSCC in Q4 2019 and has held it in 17 quarters since. The position peaked at $4K in Q1 2023. 46 funds tracked by Wall St. Rank hold PSCC as of Q1 2024.

Retirement Group held 99 shares of Invesco S&P SmallCap Consumer Staples ETF worth $3.69K as of Q1 2024.
Retirement Group left its Invesco S&P SmallCap Consumer Staples ETF share count unchanged in Q1 2024.
Invesco S&P SmallCap Consumer Staples ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #599 holding.
Retirement Group first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Invesco S&P SmallCap Consumer Staples ETF position peaked at $4K in Q1 2023.
46 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.