Steward Partners Investment Advisory’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Steward Partners Investment Advisory’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 Q1	$19.8K	Hold	128	–	–	﹤0.01%	3236
2025 Q4	$19.2K	Hold	128	–	–	﹤0.01%	3162
2025 Q3	$19.1K	Hold	128	–	–	﹤0.01%	3110
2025 Q2	$17.2K	Hold	128	–	–	﹤0.01%	2982
2025 Q1	$15.2K	Hold	128	–	–	﹤0.01%	2922
2024 Q4	$17.2K	Hold	128	–	–	﹤0.01%	2870
2024 Q3	$16.9K	Hold	128	–	–	﹤0.01%	2726
2024 Q2	$15.4K	Hold	128	–	–	﹤0.01%	2629
2024 Q1	$16.2K	Hold	128	–	–	﹤0.01%	2605
2023 Q4	$14.8K	Buy	128 +63	+97%	+$6.51K	﹤0.01%	2535
2023 Q3	$6.46K	Hold	65	–	–	﹤0.01%	2741
2023 Q2	$6.77K	Hold	65	–	–	﹤0.01%	2692
2023 Q1	$6.2K	Hold	65	–	–	﹤0.01%	2713
2022 Q4	$5.77K	Hold	65	–	–	﹤0.01%	2722
2022 Q3	$5K	Hold	65	–	–	﹤0.01%	2779
2022 Q2	$5K	Hold	65	–	–	﹤0.01%	2779
2022 Q1	$6K	Hold	65	–	–	﹤0.01%	2843
2021 Q4	$6K	Hold	65	–	–	﹤0.01%	2779
2021 Q3	$6K	Hold	65	–	–	﹤0.01%	2765
2021 Q2	$6K	Hold	65	–	–	﹤0.01%	6442
2021 Q1	$6.1K	Hold	65	–	–	﹤0.01%	2960
2020 Q4	$5K	Hold	65	–	–	﹤0.01%	2526
2020 Q3	$4K	Hold	65	–	–	﹤0.01%	2444
2020 Q2	$4K	Hold	65	–	–	﹤0.01%	2337
2020 Q1	$3K	Sell	65 -70	-52%	-$4.46K	﹤0.01%	2232
2019 Q4	$9K	Hold	135	–	–	﹤0.01%	2062
2019 Q3	$9K	Sell	135 -17	-11%	-$1.12K	﹤0.01%	2052
2019 Q2	$10K	Buy	+152	New	+$9.86K	﹤0.01%	1987
2018 Q4	–	Sell	-551	Closed	-$40K	–	1794
2018 Q3	$40K	Buy	+551	New	+$40K	﹤0.01%	1285

Other funds holding PSCI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

PMWMG

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

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

Steward Partners Investment Advisory held its Invesco S&P SmallCap Industrials ETF (PSCI) position steady in Q1 2026 at 128 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

Steward Partners Investment Advisory first reported a position in PSCI in Q3 2018 and has held it in 29 quarters since. The position peaked at $40K in Q3 2018. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

Steward Partners Investment Advisory held 128 shares of Invesco S&P SmallCap Industrials ETF worth $19.8K as of Q1 2026.
Steward Partners Investment Advisory left its Invesco S&P SmallCap Industrials ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Industrials ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3236 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2018 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Invesco S&P SmallCap Industrials ETF position peaked at $40K in Q3 2018.
52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

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