SCG
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
Q2 		$217K Buy
+1,166
New +$199K 0.07% 126

Other funds holding PSCI

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Sonata Capital Group's PSCI Position: Q2 2026 in Review

Sonata Capital Group opened a new position in Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2026: 1,166 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings.

9 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

  • Sonata Capital Group held 1,166 shares of Invesco S&P SmallCap Industrials ETF worth $217K as of Q2 2026.
  • Invesco S&P SmallCap Industrials ETF was a new Sonata Capital Group position in Q2 2026.
  • Invesco S&P SmallCap Industrials ETF made up 0.07% of Sonata Capital Group's portfolio in Q2 2026, its #126 holding.
  • 9 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.