Sonata Capital Group
PSCI icon

Sonata Capital Group’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Sonata Capital 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
Q3 		– Sell
-1,166
Closed -$217K – 132
2026
Q2 		$217K Buy
+1,166
New +$199K 0.07% 126

Other funds holding PSCI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Sonata Capital Group's PSCI Position: Q3 2026 in Review

Sonata Capital Group sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q3 2026, closing a stake of 1,166 shares — an estimated $217K sold.

Sonata Capital Group first reported a position in PSCI in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 63 funds tracked by Wall St. Rank hold PSCI as of Q3 2026.

  • Sonata Capital Group reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q3 2026 after selling out during the quarter.
  • Sonata Capital Group sold 1,166 Invesco S&P SmallCap Industrials ETF shares in Q3 2026, an estimated $217K.
  • Sonata Capital Group first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2026 and held it in 1 quarter.
  • Sonata Capital Group's Invesco S&P SmallCap Industrials ETF position peaked at $217K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.