SALEM INVESTMENT COUNSELORS INC PSCI — INVESCO EXCHNG TRADED FD TR

Ownership history in SALEM INVESTMENT COUNSELORS INC  ·  28 quarters on record

AI Ownership Summary

SALEM INVESTMENT COUNSELORS INC reported INVESCO EXCHNG TRADED FD TR (PSCI) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows PSCI at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SALEM INVESTMENT COUNSELORS INC's position in INVESCO EXCHNG TRADED FD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PSCI was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSCI stock page SALEM INVESTMENT COUNSELORS INC fund profile SALEM INVESTMENT COUNSELORS INC full holdings
How SALEM INVESTMENT COUNSELORS INC held PSCI — position size vs. price
% of Fund (quarterly)    PSCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 24,793 — 0% 0.11% $4.6M 2026-07-14 $178.46
2025 Q4 UNCHANGED — — — 24,793 — 0% 0.11% $3.7M 2026-01-12 $161.03
2025 Q3 UNCHANGED — — — 24,793 — 0% 0.11% $3.7M 2025-10-07 $146.68
2025 Q2 REDUCED — — — 24,793 -15 -0.1% 0.11% $3.3M 2025-07-07 $134.31
2025 Q1 REDUCED — — — 24,808 -25 -0.1% 0.10% $2.9M 2025-04-16 $109.65
2024 Q4 REDUCED — — — 24,833 -669 -2.6% 0.11% $3.3M 2025-01-13 $132.12
2024 Q3 UNCHANGED — — — 25,502 — 0% 0.10% $3.4M 2024-10-15 $129.75
2024 Q2 UNCHANGED — — — 25,502 — 0% 0.10% $3.1M 2024-07-11 $120.58
2024 Q1 UNCHANGED — — — 25,502 — 0% 0.11% $3.2M 2024-04-11 $120.29
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSCI

As of 2026 Q2 — sorted by position size

Independent Wealth Advisors LLC 1.54% Independent Wealth Network Inc. 3Y 0.21% SONATA CAPITAL GROUP INC 3Y 7Y 0.07% Koshinski Asset Management, Inc. 3Y 7Y 0.02% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.02% Private Advisor Group, LLC 3Y 7Y 0.02% Gladstone Institutional Advisory LLC 3Y 7Y 0.02% PRIVATE TRUST CO NA 3Y 7Y 0.02% Harbor Asset Planning, Inc. 0.02% Prospera Financial Services Inc 3Y 7Y 0.01%

FAQ About SALEM INVESTMENT COUNSELORS INC and PSCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has SALEM INVESTMENT COUNSELORS INC reported owning PSCI?

SALEM INVESTMENT COUNSELORS INC reported PSCI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PSCI position in SALEM INVESTMENT COUNSELORS INC's portfolio?

The largest reported portfolio weight for PSCI was 0.11% in 2026 Q2.

What is the latest reported PSCI position on this page?

The most recent filing on this page is 2026 Q2, when SALEM INVESTMENT COUNSELORS INC reported 24,793 shares, equal to 0.11% of portfolio, with an estimated market value of $4.6M.

What does the chart on this PSCI ownership page compare?

The chart compares SALEM INVESTMENT COUNSELORS INC's quarterly PSCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SALEM INVESTMENT COUNSELORS INC time their PSCI position?

Based on 13F filing dates vs. subsequent PSCI price moves, SALEM INVESTMENT COUNSELORS INC correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on PSCI relative to SPY over the holding period was +0.5%.

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