Spire Wealth Management’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-22	Closed	-$2.61K	–	2517
2025 Q1	$2.61K	Hold	22	–	–	﹤0.01%	2220
2024 Q4	$2.96K	Sell	22 -54	-71%	-$7.47K	﹤0.01%	2164
2024 Q3	$5.18K	Buy	76 +54	+245%	+$6.82K	﹤0.01%	1814
2024 Q2	$2.64K	Hold	22	–	–	﹤0.01%	1961
2024 Q1	$2.79K	Hold	22	–	–	﹤0.01%	2034
2023 Q4	$2.46K	Hold	22	–	–	﹤0.01%	2109
2023 Q3	$2.19K	Hold	22	–	–	﹤0.01%	2121
2023 Q2	$2.29K	Buy	+22	New	+$2.1K	﹤0.01%	2173

Other funds holding PSCI

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

SWP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Spire Wealth Management's PSCI Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2025, closing a stake of 22 shares — an estimated $2.61K sold.

Spire Wealth Management first reported a position in PSCI in Q2 2023 and held it in 8 quarters. The position peaked at $5.18K in Q3 2024. 46 funds tracked by Wall St. Rank hold PSCI as of Q2 2025.

Spire Wealth Management reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 22 Invesco S&P SmallCap Industrials ETF shares in Q2 2025, an estimated $2.61K.
Spire Wealth Management first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2023 and held it in 8 quarters.
Spire Wealth Management's Invesco S&P SmallCap Industrials ETF position peaked at $5.18K in Q3 2024.
46 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.