Root Financial Partners’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Root Financial Partners’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
2025 Q4	–	Sell	-60	Closed	-$8.97K	–	2504
2025 Q3	$8.97K	Buy	+60	New	+$8.65K	﹤0.01%	1493

Other funds holding PSCI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $111M AUM

Root Financial Partners's PSCI Position: Q4 2025 in Review

Root Financial Partners sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q4 2025, closing a stake of 60 shares — an estimated $8.97K sold.

Root Financial Partners first reported a position in PSCI in Q3 2025 and held it in 1 quarter. The position peaked at $8.97K in Q3 2025. 51 funds tracked by Wall St. Rank hold PSCI as of Q4 2025.

Root Financial Partners reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 60 Invesco S&P SmallCap Industrials ETF shares in Q4 2025, an estimated $8.97K.
Root Financial Partners first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2025 and held it in 1 quarter.
Root Financial Partners's Invesco S&P SmallCap Industrials ETF position peaked at $8.97K in Q3 2025.
51 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.