SFC
PSCC icon

Summit Financial Consulting’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Summit Financial Consulting’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,535
Closed -$359K – 47
2025
Q4 		$359K Buy
11,535
+2,147
+23% +$68.5K 0.26% 33
2025
Q3 		$309K Buy
9,388
+994
+12% +$34.3K 0.25% 34
2025
Q2 		$279K Buy
8,394
+1,033
+14% +$35.5K 0.25% 36
2025
Q1 		$258K Buy
+7,361
New +$269K 0.24% 37

Other funds holding PSCC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial Consulting's PSCC Position: Q1 2026 in Review

Summit Financial Consulting sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q1 2026, closing a stake of 11,535 shares — an estimated $359K sold.

Summit Financial Consulting first reported a position in PSCC in Q1 2025 and held it in 4 quarters. The position peaked at $359K in Q4 2025. 35 funds tracked by Wall St. Rank hold PSCC as of Q1 2026.

  • Summit Financial Consulting reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Consulting sold 11,535 Invesco S&P SmallCap Consumer Staples ETF shares in Q1 2026, an estimated $359K.
  • Summit Financial Consulting first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q1 2025 and held it in 4 quarters.
  • Summit Financial Consulting's Invesco S&P SmallCap Consumer Staples ETF position peaked at $359K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.