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Root Financial Partners’s Invesco S&P SmallCap Materials ETF PSCM Stock Holding History

Root Financial Partners’s Portfolio PSCM Stock Details PSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-45
Closed -$3.49K – 2505
2025
Q3 		$3.49K Buy
+45
New +$3.41K ﹤0.01% 1842

Other funds holding PSCM

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Root Financial Partners sold out of Invesco S&P SmallCap Materials ETF (PSCM) in Q4 2025, closing a stake of 45 shares — an estimated $3.49K sold.

Root Financial Partners first reported a position in PSCM in Q3 2025 and held it in 1 quarter. The position peaked at $3.49K in Q3 2025. 9 funds tracked by Wall St. Rank hold PSCM as of Q4 2025.

  • Root Financial Partners reported no remaining Invesco S&P SmallCap Materials ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 45 Invesco S&P SmallCap Materials ETF shares in Q4 2025, an estimated $3.49K.
  • Root Financial Partners first reported a position in Invesco S&P SmallCap Materials ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Invesco S&P SmallCap Materials ETF position peaked at $3.49K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Invesco S&P SmallCap Materials ETF as of Q4 2025.

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