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Advisor Group’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Advisor Group’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
2019
Q4 		$49K Buy
920
+82
+10% +$4.25K ﹤0.01% 3425
2019
Q3 		$45K Sell
838
-37
-4% -$1.95K ﹤0.01% 3470
2019
Q2 		$45K Buy
875
+15
+2% +$787 ﹤0.01% 3444
2019
Q1 		$47K Buy
860
+45
+6% +$2.37K ﹤0.01% 3437
2018
Q4 		$40K Sell
815
-200
-20% -$11K ﹤0.01% 3347
2018
Q3 		$59K Sell
1,015
-16
-2% -$891 ﹤0.01% 3159
2018
Q2 		$56K Buy
1,031
+43
+4% +$2.25K ﹤0.01% 3008
2018
Q1 		$49K Sell
988
-4,103
-81% -$207K ﹤0.01% 3082
2017
Q4 		$269K Buy
5,091
+925
+22% +$50.9K ﹤0.01% 1762
2017
Q3 		$223K Buy
4,166
+67
+2% +$3.55K ﹤0.01% 1775
2017
Q2 		$212K Buy
4,099
+1,445
+54% +$74.2K ﹤0.01% 1745
2017
Q1 		$129K Hold
2,654
– – ﹤0.01% 1993
2016
Q4 		$127K Buy
2,654
+314
+13% +$14.8K ﹤0.01% 1907
2016
Q3 		$106K Sell
2,340
-11,467
-83% -$541K ﹤0.01% 1961
2016
Q2 		$681K Buy
+13,807
New +$628K 0.02% 763

Other funds holding PSCU

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Advisor Group's PSCU Position: Q4 2019 in Review

Advisor Group increased its Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) stake by 9.8% in Q4 2019, buying an estimated $4.25K and bringing the position to 920 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #3425.

Advisor Group first reported a position in PSCU in Q2 2016 and has held it in 15 quarters since. The position peaked at $681K in Q2 2016. 26 funds tracked by Wall St. Rank hold PSCU as of Q4 2019.

  • Advisor Group held 920 shares of Invesco S&P SmallCap Utilities & Communication Services ETF worth $49K as of Q4 2019.
  • Advisor Group bought 82 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q4 2019, an estimated $4.25K.
  • Invesco S&P SmallCap Utilities & Communication Services ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3425 holding.
  • Advisor Group first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $681K in Q2 2016.
  • 26 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.