UBS Group’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

UBS Group’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 Q1	$8.18M	Buy	52,869 +2,662	+5%	+$434K	﹤0.01%	3563
2025 Q4	$7.54M	Sell	50,207 -1,519	-3%	-$227K	﹤0.01%	3596
2025 Q3	$7.73M	Sell	51,726 -755	-1%	-$109K	﹤0.01%	3573
2025 Q2	$7.04M	Sell	52,481 -859	-2%	-$105K	﹤0.01%	3503
2025 Q1	$6.34M	Sell	53,340 -464	-0.9%	-$61.2K	﹤0.01%	3542
2024 Q4	$7.23M	Buy	53,804 +3,608	+7%	+$499K	﹤0.01%	3418
2024 Q3	$6.64M	Sell	50,196 -178	-0.4%	-$22.5K	﹤0.01%	2769
2024 Q2	$6.05M	Buy	50,374 +1,072	+2%	+$131K	﹤0.01%	2671
2024 Q1	$6.25M	Buy	49,302 +555	+1%	+$65.1K	﹤0.01%	2733
2023 Q4	$5.65M	Sell	48,747 -2,502	-5%	-$259K	﹤0.01%	2661
2023 Q3	$5.1M	Buy	51,249 +245	+0.5%	+$25.3K	﹤0.01%	2547
2023 Q2	$5.31M	Buy	51,004 +209	+0.4%	+$20K	﹤0.01%	2521
2023 Q1	$4.85M	Sell	50,795 -2,202	-4%	-$210K	﹤0.01%	2550
2022 Q4	$4.71M	Buy	52,997 +1,490	+3%	+$132K	﹤0.01%	2560
2022 Q3	$4.01M	Buy	51,507 +1,215	+2%	+$105K	﹤0.01%	2557
2022 Q2	$4.1M	Sell	50,292 -46,360	-48%	-$4.01M	﹤0.01%	2540
2022 Q1	$8.91M	Buy	96,652 +1,858	+2%	+$171K	﹤0.01%	2025
2021 Q4	$9.34M	Sell	94,794 -1,041	-1%	-$102K	﹤0.01%	2203
2021 Q3	$8.7M	Sell	95,835 -9,222	-9%	-$848K	﹤0.01%	2146
2021 Q2	$9.77M	Sell	105,057 -5,310	-5%	-$502K	﹤0.01%	2055
2021 Q1	$10.4M	Buy	110,367 +6,075	+6%	+$541K	﹤0.01%	1924
2020 Q4	$8.31M	Buy	104,292 +2,283	+2%	+$164K	﹤0.01%	1992
2020 Q3	$6.38M	Buy	102,009 +88,576	+659%	+$5.62M	﹤0.01%	1979
2020 Q2	$791K	Buy	13,433 +7,525	+127%	+$400K	﹤0.01%	3715
2020 Q1	$283K	Sell	5,908 -500	-8%	-$31.9K	﹤0.01%	4439
2019 Q4	$460K	Sell	6,408 -1,408	-18%	-$98K	﹤0.01%	4913
2019 Q3	$525K	Sell	7,816 -15,809	-67%	-$1.04M	﹤0.01%	4521
2019 Q2	$1.57M	Sell	23,625 -2,009	-8%	-$130K	﹤0.01%	3363
2019 Q1	$1.61M	Sell	25,634 -3,276	-11%	-$204K	﹤0.01%	3177
2018 Q4	$1.61M	Sell	28,910 -3,641	-11%	-$228K	﹤0.01%	3248
2018 Q3	$2.39M	Buy	32,551 +3,612	+12%	+$262K	﹤0.01%	3060
2018 Q2	$1.96M	Buy	+28,939	New	+$1.93M	﹤0.01%	3193

Other funds holding PSCI

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SIC

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

PMWMG

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group's PSCI Position: Q1 2026 in Review

UBS Group increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 5.3% in Q1 2026, buying an estimated $434K and bringing the position to 52,869 shares worth $8.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

UBS Group first reported a position in PSCI in Q2 2018 and has held it in 32 quarters since. The position peaked at $10.4M in Q1 2021. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

UBS Group held 52,869 shares of Invesco S&P SmallCap Industrials ETF worth $8.18M as of Q1 2026.
UBS Group bought 2,662 Invesco S&P SmallCap Industrials ETF shares in Q1 2026, an estimated $434K.
Invesco S&P SmallCap Industrials ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3563 holding.
UBS Group first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2018 and has held it in 32 quarters since.
UBS Group's Invesco S&P SmallCap Industrials ETF position peaked at $10.4M in Q1 2021.
52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

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