UBS Group’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

UBS Group’s Portfolio PSCD Stock Details PSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.5K	Buy	414 +354	+590%	+$39K	﹤0.01%	7477
2025 Q4	$6.29K	Sell	60 -760	-93%	-$80.3K	﹤0.01%	8569
2025 Q3	$91.5K	Buy	820 +125	+18%	+$13.6K	﹤0.01%	7184
2025 Q2	$70K	Buy	695 +79	+13%	+$7.43K	﹤0.01%	7514
2025 Q1	$56.8K	Buy	+616	New	+$64.4K	﹤0.01%	7485
2024 Q4	–	Sell	-51	Closed	-$5.66K	–	10289
2024 Q3	$5.66K	Sell	51 -1,408	-97%	-$148K	﹤0.01%	8037
2024 Q2	$147K	Sell	1,459 -28	-2%	-$2.88K	﹤0.01%	5885
2024 Q1	$162K	Sell	1,487 -834	-36%	-$85.7K	﹤0.01%	5989
2023 Q4	$241K	Buy	2,321 +254	+12%	+$22.6K	﹤0.01%	5651
2023 Q3	$176K	Sell	2,067 -61	-3%	-$5.55K	﹤0.01%	5441
2023 Q2	$195K	Sell	2,128 -389	-15%	-$34.1K	﹤0.01%	5493
2023 Q1	$223K	Sell	2,517 -916	-27%	-$81.8K	﹤0.01%	5302
2022 Q4	$270K	Sell	3,433 -2,351	-41%	-$187K	﹤0.01%	5218
2022 Q3	$414K	Sell	5,784 -667	-10%	-$54.2K	﹤0.01%	4511
2022 Q2	$482K	Sell	6,451 -3,601	-36%	-$307K	﹤0.01%	4280
2022 Q1	$931K	Sell	10,052 -2,030	-17%	-$202K	﹤0.01%	4172
2021 Q4	$1.34M	Sell	12,082 -2,542	-17%	-$286K	﹤0.01%	4123
2021 Q3	$1.57M	Sell	14,624 -930	-6%	-$104K	﹤0.01%	3794
2021 Q2	$1.82M	Buy	15,554 +1,812	+13%	+$210K	﹤0.01%	3657
2021 Q1	$1.54M	Buy	13,742 +8,898	+184%	+$909K	﹤0.01%	3823
2020 Q4	$395K	Sell	4,844 -790	-14%	-$58.8K	﹤0.01%	4791
2020 Q3	$354K	Sell	5,634 -1,781	-24%	-$110K	﹤0.01%	4423
2020 Q2	$410K	Sell	7,415 -225	-3%	-$10.6K	﹤0.01%	4306
2020 Q1	$273K	Sell	7,640 -438	-5%	-$24.3K	﹤0.01%	4469
2019 Q4	$515K	Sell	8,078 -1,103	-12%	-$68.1K	﹤0.01%	4812
2019 Q3	$553K	Sell	9,181 -178	-2%	-$10.4K	﹤0.01%	4482
2019 Q2	$557K	Sell	9,359 -1,182	-11%	-$71.1K	﹤0.01%	4215
2019 Q1	$638K	Buy	10,541 +8,966	+569%	+$541K	﹤0.01%	3896
2018 Q4	$86K	Sell	1,575 -20,735	-93%	-$1.25M	﹤0.01%	5656
2018 Q3	$1.53M	Buy	22,310 +1,680	+8%	+$116K	﹤0.01%	3457
2018 Q2	$1.36M	Buy	+20,630	New	+$1.31M	﹤0.01%	3509

Other funds holding PSCD

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

UBS Group's PSCD Position: Q1 2026 in Review

UBS Group increased its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) stake by 590% in Q1 2026, buying an estimated $39K and bringing the position to 414 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7477.

UBS Group first reported a position in PSCD in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.82M in Q2 2021. 22 funds tracked by Wall St. Rank hold PSCD as of Q1 2026.

UBS Group held 414 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $42.5K as of Q1 2026.
UBS Group bought 354 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q1 2026, an estimated $39K.
Invesco S&P SmallCap Consumer Discretionary ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7477 holding.
UBS Group first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q2 2018 and has held it in 31 quarters since.
UBS Group's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $1.82M in Q2 2021.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.