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

Steward Partners Investment Advisory’s Portfolio PSCD Stock Details PSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.2K	Hold	410	–	–	﹤0.01%	2876
2025 Q4	$42.9K	Buy	410 +1	+0.2%	+$106	﹤0.01%	2754
2025 Q3	$45.7K	Hold	409	–	–	﹤0.01%	2650
2025 Q2	$41.2K	Hold	409	–	–	﹤0.01%	2572
2025 Q1	$37.7K	Buy	409 +27	+7%	+$2.82K	﹤0.01%	2515
2024 Q4	$41.7K	Hold	382	–	–	﹤0.01%	2433
2024 Q3	$42.4K	Buy	382 +1	+0.3%	+$105	﹤0.01%	2315
2024 Q2	$38.4K	Hold	381	–	–	﹤0.01%	2228
2024 Q1	$41.5K	Sell	381 -87	-19%	-$8.94K	﹤0.01%	2202
2023 Q4	$48.5K	Buy	468 +168	+56%	+$15K	﹤0.01%	2009
2023 Q3	$25.5K	Hold	300	–	–	﹤0.01%	2195
2023 Q2	$27.5K	Buy	300 +1	+0.3%	+$88	﹤0.01%	2135
2023 Q1	$26.5K	Hold	299	–	–	﹤0.01%	2131
2022 Q4	$23.6K	Hold	299	–	–	﹤0.01%	2163
2022 Q3	$21K	Hold	299	–	–	﹤0.01%	2210
2022 Q2	$22K	Hold	299	–	–	﹤0.01%	2187
2022 Q1	$28K	Hold	299	–	–	﹤0.01%	2210
2021 Q4	$33K	Sell	299 -1,477	-83%	-$166K	﹤0.01%	2098
2021 Q3	$191K	Buy	1,776 +644	+57%	+$72.3K	﹤0.01%	1288
2021 Q2	$133K	Buy	1,132 +898	+384%	+$104K	﹤0.01%	1880
2021 Q1	$26.3K	Sell	234 -41	-15%	-$4.19K	﹤0.01%	2342
2020 Q4	$22K	Hold	275	–	–	﹤0.01%	2018
2020 Q3	$17K	Hold	275	–	–	﹤0.01%	1948
2020 Q2	$15K	Buy	275 +1	+0.4%	+$47	﹤0.01%	1876
2020 Q1	$9K	Sell	274 -132	-33%	-$7.31K	﹤0.01%	1908
2019 Q4	$25K	Hold	406	–	–	﹤0.01%	1704
2019 Q3	$24K	Sell	406 -185	-31%	-$10.8K	﹤0.01%	1664
2019 Q2	$35K	Buy	+591	New	+$35.6K	﹤0.01%	1467
2018 Q4	–	Sell	-1,260	Closed	-$86K	–	1792
2018 Q3	$86K	Buy	+1,260	New	+$86.7K	﹤0.01%	981

Other funds holding PSCD

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) position steady in Q1 2026 at 410 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

Steward Partners Investment Advisory first reported a position in PSCD in Q3 2018 and has held it in 29 quarters since. The position peaked at $191K in Q3 2021. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

Steward Partners Investment Advisory held 410 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $42.2K as of Q1 2026.
Steward Partners Investment Advisory left its Invesco S&P SmallCap Consumer Discretionary ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Consumer Discretionary ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2876 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q3 2018 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $191K in Q3 2021.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

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