PSCI — INVESCO S&P SMALLCAP INDUSTRIALS ETF

Ownership history in Root Financial Partners, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Root Financial Partners, LLC reported a position in INVESCO S&P SMALLCAP INDUSTRIALS ETF (PSCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 60 — — 0.00% $9K $147.72
% of Fund (quarterly)    PSCI price (monthly, adj. close)

Other funds also holding PSCI

As of 2025 Q4 — sorted by position size

HOHIMER WEALTH MANAGEMENT, LLC 3Y 0.15% Novak & Powell Financial Services, Inc. 0.11% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.11% Stratos Wealth Partners, LTD. 3Y 7Y 0.08% Virtu Financial LLC 3Y 7Y 0.02% Koshinski Asset Management, Inc. 3Y 7Y 0.02% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.02% Tower Research Capital LLC (TRC) 3Y 7Y 0.02% CX Institutional 3Y 7Y 0.01% OSAIC HOLDINGS, INC. 3Y 0.0%
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