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Wealthspire Advisors (New York)’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-476
Closed -$27.3K – 2405
2025
Q3 		$27.3K Buy
+476
New +$27.1K ﹤0.01% 1510

Other funds holding PSCF

HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
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
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q4 2025, closing a stake of 476 shares — an estimated $27.3K sold.

Wealthspire Advisors (New York) first reported a position in PSCF in Q3 2025 and held it in 1 quarter. The position peaked at $27.3K in Q3 2025. 22 funds tracked by Wall St. Rank hold PSCF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco S&P SmallCap Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 476 Invesco S&P SmallCap Financials ETF shares in Q4 2025, an estimated $27.3K.
  • Wealthspire Advisors (New York) first reported a position in Invesco S&P SmallCap Financials ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco S&P SmallCap Financials ETF position peaked at $27.3K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q4 2025.

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