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Wealthspire Advisors (New York)’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-405
Closed -$45.2K – 2403
2025
Q3 		$45.2K Buy
+405
New +$43.9K ﹤0.01% 1286

Other funds holding PSCD

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s PSCD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q4 2025, closing a stake of 405 shares — an estimated $45.2K sold.

Wealthspire Advisors (New York) first reported a position in PSCD in Q3 2025 and held it in 1 quarter. The position peaked at $45.2K in Q3 2025. 21 funds tracked by Wall St. Rank hold PSCD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 405 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q4 2025, an estimated $45.2K.
  • Wealthspire Advisors (New York) first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $45.2K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.