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Winter & Associates’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Winter & Associates’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$486K Sell
13,779
-5,446
-28% -$181K 0.37% 38
2026
Q1 		$608K Buy
19,225
+1,630
+9% +$54K 0.53% 38
2025
Q4 		$547K Buy
+17,595
New +$561K 0.51% 42

Other funds holding PSCC

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
CFM
Compass Financial Management Tampa, Florida $829M AUM

Winter & Associates's PSCC Position: Q2 2026 in Review

Winter & Associates reduced its Invesco S&P SmallCap Consumer Staples ETF (PSCC) stake by 28% in Q2 2026, selling an estimated $181K and leaving 13,779 shares worth $486K. The position accounts for 0.37% of the portfolio, ranked #38.

Winter & Associates first reported a position in PSCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $608K in Q1 2026. 38 funds tracked by Wall St. Rank hold PSCC as of Q2 2026.

  • Winter & Associates held 13,779 shares of Invesco S&P SmallCap Consumer Staples ETF worth $486K as of Q2 2026.
  • Winter & Associates sold 5,446 Invesco S&P SmallCap Consumer Staples ETF shares in Q2 2026, an estimated $181K.
  • Invesco S&P SmallCap Consumer Staples ETF made up 0.37% of Winter & Associates's portfolio in Q2 2026, its #38 holding.
  • Winter & Associates first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Invesco S&P SmallCap Consumer Staples ETF position peaked at $608K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.