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Steward Partners Investment Advisory’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Steward Partners Investment Advisory’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.9K Sell
3,139
-15,217
-83% -$504K ﹤0.01% 2377
2025
Q4 		$571K Buy
18,356
+6,823
+59% +$218K ﹤0.01% 1343
2025
Q3 		$380K Buy
11,533
+1,649
+17% +$56.9K ﹤0.01% 1523
2025
Q2 		$329K Buy
9,884
+3,935
+66% +$135K ﹤0.01% 1512
2025
Q1 		$209K Buy
+5,949
New +$218K ﹤0.01% 1629

Other funds holding PSCC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's PSCC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Invesco S&P SmallCap Consumer Staples ETF (PSCC) stake by 83% in Q1 2026, selling an estimated $504K and leaving 3,139 shares worth $98.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Steward Partners Investment Advisory first reported a position in PSCC in Q1 2025 and has held it in 5 quarters since. The position peaked at $571K in Q4 2025. 35 funds tracked by Wall St. Rank hold PSCC as of Q1 2026.

  • Steward Partners Investment Advisory held 3,139 shares of Invesco S&P SmallCap Consumer Staples ETF worth $98.9K as of Q1 2026.
  • Steward Partners Investment Advisory sold 15,217 Invesco S&P SmallCap Consumer Staples ETF shares in Q1 2026, an estimated $504K.
  • Invesco S&P SmallCap Consumer Staples ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2377 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Invesco S&P SmallCap Consumer Staples ETF position peaked at $571K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.