UBS Group
PSCF icon

UBS Group’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

UBS Group’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16
Closed -$910 – 10909
2026
Q1 		$910 Sell
16
-44
-73% -$2.59K ﹤0.01% 9697
2025
Q4 		$3.45K Sell
60
-1,058
-95% -$59.9K ﹤0.01% 9021
2025
Q3 		$64.1K Sell
1,118
-5,150
-82% -$293K ﹤0.01% 7397
2025
Q2 		$340K Buy
6,268
+3,510
+127% +$181K ﹤0.01% 6341
2025
Q1 		$146K Buy
2,758
+504
+22% +$27.6K ﹤0.01% 6763
2024
Q4 		$125K Sell
2,254
-4,017
-64% -$231K ﹤0.01% 6738
2024
Q3 		$347K Buy
6,271
+1
+0% +$53 ﹤0.01% 5481
2024
Q2 		$299K Sell
6,270
-340
-5% -$16K ﹤0.01% 5395
2024
Q1 		$320K Sell
6,610
-1,105
-14% -$52K ﹤0.01% 5527
2023
Q4 		$379K Sell
7,715
-449
-5% -$19.4K ﹤0.01% 5316
2023
Q3 		$339K Sell
8,164
-1,962
-19% -$86.7K ﹤0.01% 4960
2023
Q2 		$425K Buy
10,126
+688
+7% +$28.5K ﹤0.01% 4961
2023
Q1 		$409K Sell
9,438
-3,109
-25% -$151K ﹤0.01% 4845
2022
Q4 		$604K Sell
12,547
-10,302
-45% -$504K ﹤0.01% 4544
2022
Q3 		$1.02M Buy
22,849
+2,418
+12% +$122K ﹤0.01% 3739
2022
Q2 		$987K Sell
20,431
-1,080
-5% -$56.5K ﹤0.01% 3756
2022
Q1 		$1.25M Buy
21,511
+399
+2% +$23.7K ﹤0.01% 3874
2021
Q4 		$1.29M Buy
21,112
+1,652
+8% +$100K ﹤0.01% 4159
2021
Q3 		$1.14M Buy
19,460
+71
+0.4% +$4.05K ﹤0.01% 4082
2021
Q2 		$1.12M Buy
19,389
+2,616
+16% +$153K ﹤0.01% 4090
2021
Q1 		$949K Buy
16,773
+9,004
+116% +$489K ﹤0.01% 4313
2020
Q4 		$380K Sell
7,769
-5,671
-42% -$251K ﹤0.01% 4819
2020
Q3 		$506K Sell
13,440
-1,277
-9% -$50.2K ﹤0.01% 4190
2020
Q2 		$578K Sell
14,717
-8,692
-37% -$324K ﹤0.01% 4017
2020
Q1 		$842K Sell
23,409
-7,795
-25% -$391K ﹤0.01% 3500
2019
Q4 		$1.76M Sell
31,204
-763
-2% -$42.5K ﹤0.01% 3684
2019
Q3 		$1.74M Sell
31,967
-14,135
-31% -$759K ﹤0.01% 3437
2019
Q2 		$2.49M Buy
46,102
+3,218
+8% +$173K ﹤0.01% 2953
2019
Q1 		$2.24M Buy
42,884
+1,210
+3% +$63.7K ﹤0.01% 2896
2018
Q4 		$2M Sell
41,674
-12,369
-23% -$660K ﹤0.01% 3039
2018
Q3 		$3.09M Sell
54,043
-11,700
-18% -$689K ﹤0.01% 2798
2018
Q2 		$3.76M Buy
+65,743
New +$3.68M ﹤0.01% 2582

Other funds holding PSCF

PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group's PSCF Position: Q2 2026 in Review

UBS Group sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q2 2026, closing a stake of 16 shares — an estimated $910 sold.

UBS Group first reported a position in PSCF in Q2 2018 and held it in 32 quarters. The position peaked at $3.76M in Q2 2018. 19 funds tracked by Wall St. Rank hold PSCF as of Q2 2026.

  • UBS Group reported no remaining Invesco S&P SmallCap Financials ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 16 Invesco S&P SmallCap Financials ETF shares in Q2 2026, an estimated $910.
  • UBS Group first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2018 and held it in 32 quarters.
  • UBS Group's Invesco S&P SmallCap Financials ETF position peaked at $3.76M in Q2 2018.
  • 19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.