TD Private Client Wealth’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

TD Private Client Wealth’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 Q1	–	Sell	-402	Closed	-$54K	–	1462
2024 Q4	$54K	Hold	402	–	–	﹤0.01%	805
2024 Q3	$53.2K	Hold	402	–	–	﹤0.01%	818
2024 Q2	$48.3K	Buy	402 +32	+9%	+$3.9K	﹤0.01%	813
2024 Q1	$46.9K	Buy	370 +207	+127%	+$24.3K	﹤0.01%	823
2023 Q4	$18.9K	Sell	163 -126	-44%	-$13K	﹤0.01%	959
2023 Q3	$28.7K	Hold	289	–	–	﹤0.01%	876
2023 Q2	$30.1K	Buy	+289	New	+$27.6K	﹤0.01%	886

Other funds holding PSCI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TD Private Client Wealth's PSCI Position: Q1 2025 in Review

TD Private Client Wealth sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2025, closing a stake of 402 shares — an estimated $54K sold.

TD Private Client Wealth first reported a position in PSCI in Q2 2023 and held it in 7 quarters. The position peaked at $54K in Q4 2024. 56 funds tracked by Wall St. Rank hold PSCI as of Q1 2025.

TD Private Client Wealth reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2025 after selling out during the quarter.
TD Private Client Wealth sold 402 Invesco S&P SmallCap Industrials ETF shares in Q1 2025, an estimated $54K.
TD Private Client Wealth first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2023 and held it in 7 quarters.
TD Private Client Wealth's Invesco S&P SmallCap Industrials ETF position peaked at $54K in Q4 2024.
56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2025.

Based on TD Private Client Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.