1834 Investment Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

1834 Investment Advisors’s Portfolio PSCE Stock Details PSCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-139	Closed	-$7K	–	490
2022 Q1	$7K	Hold	139	–	–	﹤0.01%	378
2021 Q4	$5K	Buy	+139	New	+$5.38K	﹤0.01%	423

Other funds holding PSCE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

1834 Investment Advisors's PSCE Position: Q2 2022 in Review

1834 Investment Advisors sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2022, closing a stake of 139 shares — an estimated $7K sold.

1834 Investment Advisors first reported a position in PSCE in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 61 funds tracked by Wall St. Rank hold PSCE as of Q2 2022.

1834 Investment Advisors reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2022 after selling out during the quarter.
1834 Investment Advisors sold 139 Invesco S&P SmallCap Energy ETF shares in Q2 2022, an estimated $7K.
1834 Investment Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2021 and held it in 2 quarters.
1834 Investment Advisors's Invesco S&P SmallCap Energy ETF position peaked at $7K in Q1 2022.
61 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2022.

Based on 1834 Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.