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CARLSON FINANCIAL, INC.’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

CARLSON FINANCIAL, INC.’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
2026
Q2 		$233K Sell
4,237
-334
-7% -$20K 0.12% 165
2026
Q1 		$279K Buy
+4,571
New +$243K 0.16% 135

Other funds holding PSCE

GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s PSCE Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Invesco S&P SmallCap Energy ETF (PSCE) stake by 7.3% in Q2 2026, selling an estimated $20K and leaving 4,237 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #165.

CARLSON FINANCIAL, INC. first reported a position in PSCE in Q1 2026 and has held it in 2 quarters since. The position peaked at $279K in Q1 2026. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 4,237 shares of Invesco S&P SmallCap Energy ETF worth $233K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 334 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $20K.
  • Invesco S&P SmallCap Energy ETF made up 0.12% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #165 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • CARLSON FINANCIAL, INC.'s Invesco S&P SmallCap Energy ETF position peaked at $279K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.