Steward Partners Investment Advisory’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.8K	Hold	366	–	–	﹤0.01%	3209
2025 Q4	$21K	Hold	366	–	–	﹤0.01%	3120
2025 Q3	$21K	Hold	366	–	–	﹤0.01%	3073
2025 Q2	$19.9K	Hold	366	–	–	﹤0.01%	2926
2025 Q1	$19.4K	Buy	366 +91	+33%	+$4.99K	﹤0.01%	2818
2024 Q4	$15.2K	Hold	275	–	–	﹤0.01%	2915
2024 Q3	$15.2K	Sell	275 -50	-15%	-$2.65K	﹤0.01%	2772
2024 Q2	$15.5K	Hold	325	–	–	﹤0.01%	2623
2024 Q1	$15.7K	Hold	325	–	–	﹤0.01%	2623
2023 Q4	$16K	Buy	325 +275	+550%	+$11.9K	﹤0.01%	2508
2023 Q3	$2.08K	Hold	50	–	–	﹤0.01%	3078
2023 Q2	$2.1K	Hold	50	–	–	﹤0.01%	3022
2023 Q1	$2.17K	Hold	50	–	–	﹤0.01%	3006
2022 Q4	$2.41K	Hold	50	–	–	﹤0.01%	2983
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	3055
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	3034
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	3034
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	2959
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	2940
2021 Q2	$3K	Sell	50 -100	-67%	-$5.84K	﹤0.01%	6792
2021 Q1	$8.49K	Sell	150 -25	-14%	-$1.36K	﹤0.01%	2841
2020 Q4	$9K	Hold	175	–	–	﹤0.01%	2357
2020 Q3	$7K	Buy	175 +90	+106%	+$3.54K	﹤0.01%	2269
2020 Q2	$3K	Sell	85 -76	-47%	-$2.83K	﹤0.01%	2407
2020 Q1	$5K	Sell	161 -1,642	-91%	-$82.4K	﹤0.01%	2090
2019 Q4	$101K	Buy	1,803 +783	+77%	+$43.7K	﹤0.01%	1135
2019 Q3	$55K	Sell	1,020 -320	-24%	-$17.2K	﹤0.01%	1314
2019 Q2	$72K	Buy	+1,340	New	+$72K	﹤0.01%	1194
2018 Q4	–	Sell	-2,500	Closed	-$143K	–	1796
2018 Q3	$143K	Buy	+2,500	New	+$147K	0.01%	810

Other funds holding PSCF

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

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

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Invesco S&P SmallCap Financials ETF (PSCF) position steady in Q1 2026 at 366 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3209.

Steward Partners Investment Advisory first reported a position in PSCF in Q3 2018 and has held it in 29 quarters since. The position peaked at $143K in Q3 2018. 22 funds tracked by Wall St. Rank hold PSCF as of Q1 2026.

Steward Partners Investment Advisory held 366 shares of Invesco S&P SmallCap Financials ETF worth $20.8K as of Q1 2026.
Steward Partners Investment Advisory left its Invesco S&P SmallCap Financials ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Financials ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3209 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P SmallCap Financials ETF in Q3 2018 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Invesco S&P SmallCap Financials ETF position peaked at $143K in Q3 2018.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2026.

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