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AE Wealth Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

AE Wealth Management’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
2020
Q4 		– Sell
-2,270
Closed -$34K – 1407
2020
Q3 		$34K Buy
2,270
+9
+0.4% +$156 ﹤0.01% 1249
2020
Q2 		$38K Buy
+2,261
New +$36.3K ﹤0.01% 1226

Other funds holding PSCE

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

AE Wealth Management's PSCE Position: Q4 2020 in Review

AE Wealth Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q4 2020, closing a stake of 2,270 shares — an estimated $34K sold.

AE Wealth Management first reported a position in PSCE in Q2 2020 and held it in 2 quarters. The position peaked at $38K in Q2 2020. 20 funds tracked by Wall St. Rank hold PSCE as of Q4 2020.

  • AE Wealth Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q4 2020 after selling out during the quarter.
  • AE Wealth Management sold 2,270 Invesco S&P SmallCap Energy ETF shares in Q4 2020, an estimated $34K.
  • AE Wealth Management first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2020 and held it in 2 quarters.
  • AE Wealth Management's Invesco S&P SmallCap Energy ETF position peaked at $38K in Q2 2020.
  • 20 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q4 2020.

Based on AE Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.