Stifel Financial
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Stifel Financial’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Stifel Financial’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
-8,520
Closed -$1.01M – 3563
2025
Q1 		$1.01M Sell
8,520
-133
-2% -$17.5K ﹤0.01% 2225
2024
Q4 		$1.16M Sell
8,653
-159
-2% -$22K ﹤0.01% 2154
2024
Q3 		$1.17M Buy
8,812
+117
+1% +$14.8K ﹤0.01% 2125
2024
Q2 		$1.04M Sell
8,695
-291
-3% -$35.5K ﹤0.01% 2135
2024
Q1 		$1.14M Sell
8,986
-308
-3% -$36.1K ﹤0.01% 2103
2023
Q4 		$1.08M Buy
9,294
+1,054
+13% +$109K ﹤0.01% 2098
2023
Q3 		$820K Buy
8,240
+914
+12% +$94.3K ﹤0.01% 2181
2023
Q2 		$763K Buy
7,326
+5,114
+231% +$489K ﹤0.01% 2256
2023
Q1 		$211K Buy
+2,212
New +$211K ﹤0.01% 3024

Other funds holding PSCI

Bank of America
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $3.41B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return