Advantage Investment Management’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Advantage Investment Management’s Portfolio PSCU Stock Details PSCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-17	Closed	-$1K	–	1064
2018 Q2	$1K	Hold	17	–	–	﹤0.01%	920
2018 Q1	$1K	Hold	17	–	–	﹤0.01%	969
2017 Q4	$1K	Hold	17	–	–	﹤0.01%	969
2017 Q3	$1K	Hold	17	–	–	﹤0.01%	998
2017 Q2	$1K	Hold	17	–	–	﹤0.01%	1036
2017 Q1	$1K	Hold	17	–	–	﹤0.01%	945
2016 Q4	$1K	Hold	17	–	–	﹤0.01%	920
2016 Q3	$1K	Hold	17	–	–	﹤0.01%	881
2016 Q2	$1K	Buy	+17	New	+$773	﹤0.01%	836

Other funds holding PSCU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Advantage Investment Management's PSCU Position: Q3 2018 in Review

Advantage Investment Management sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q3 2018, closing a stake of 17 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in PSCU in Q2 2016 and held it in 9 quarters. The position peaked at $1K in Q2 2018. 32 funds tracked by Wall St. Rank hold PSCU as of Q3 2018.

Advantage Investment Management reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q3 2018 after selling out during the quarter.
Advantage Investment Management sold 17 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q3 2018, an estimated $1K.
Advantage Investment Management first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q2 2016 and held it in 9 quarters.
Advantage Investment Management's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $1K in Q2 2018.
32 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.