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Stratos Wealth Partners’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-45,363
Closed -$7.01M – 1758
2026
Q1 		$7.01M Sell
45,363
-2,961
-6% -$483K 0.08% 259
2025
Q4 		$7.25M Sell
48,324
-9,712
-17% -$1.45M 0.08% 247
2025
Q3 		$8.67M Buy
58,036
+4,082
+8% +$588K 0.1% 205
2025
Q2 		$7.23M Buy
53,954
+3,489
+7% +$427K 0.1% 212
2025
Q1 		$6M Buy
50,465
+48,081
+2,017% +$6.34M 0.09% 227
2024
Q4 		$320K Buy
2,384
+405
+20% +$56.1K ﹤0.01% 1121
2024
Q3 		$262K Buy
1,979
+36
+2% +$4.54K ﹤0.01% 1221
2024
Q2 		$233K Hold
1,943
– – ﹤0.01% 1202
2024
Q1 		$247K Hold
1,943
– – ﹤0.01% 1187
2023
Q4 		$225K Buy
+1,943
New +$201K ﹤0.01% 1214

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPW
TOP Private Wealth Glastonbury, Connecticut $104M AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Stratos Wealth Partners's PSCI Position: Q2 2026 in Review

Stratos Wealth Partners sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2026, closing a stake of 45,363 shares — an estimated $7.01M sold.

Stratos Wealth Partners first reported a position in PSCI in Q4 2023 and held it in 10 quarters. The position peaked at $8.67M in Q3 2025. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

  • Stratos Wealth Partners reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 45,363 Invesco S&P SmallCap Industrials ETF shares in Q2 2026, an estimated $7.01M.
  • Stratos Wealth Partners first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2023 and held it in 10 quarters.
  • Stratos Wealth Partners's Invesco S&P SmallCap Industrials ETF position peaked at $8.67M in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.