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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Stifel Financial's PSCI Position: Q2 2025 in Review

Stifel Financial sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2025, closing a stake of 8,520 shares — an estimated $1.01M sold.

Stifel Financial first reported a position in PSCI in Q1 2023 and held it in 9 quarters. The position peaked at $1.17M in Q3 2024. 46 funds tracked by Wall St. Rank hold PSCI as of Q2 2025.

Stifel Financial reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q2 2025 after selling out during the quarter.
Stifel Financial sold 8,520 Invesco S&P SmallCap Industrials ETF shares in Q2 2025, an estimated $1.01M.
Stifel Financial first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2023 and held it in 9 quarters.
Stifel Financial's Invesco S&P SmallCap Industrials ETF position peaked at $1.17M in Q3 2024.
46 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.