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Allworth Financial’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Allworth Financial’s Portfolio PSCD Stock Details PSCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-236
Closed -$16K – 923
2018
Q3 		$16K Hold
236
– – ﹤0.01% 471
2018
Q2 		$16K Buy
+236
New +$14.9K ﹤0.01% 442

Other funds holding PSCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allworth Financial's PSCD Position: Q4 2018 in Review

Allworth Financial sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q4 2018, closing a stake of 236 shares — an estimated $16K sold.

Allworth Financial first reported a position in PSCD in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 23 funds tracked by Wall St. Rank hold PSCD as of Q4 2018.

  • Allworth Financial reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
  • Allworth Financial sold 236 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q4 2018, an estimated $16K.
  • Allworth Financial first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q2 2018 and held it in 2 quarters.
  • Allworth Financial's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $16K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q4 2018.

Based on Allworth Financial's 13F filing for Q4 2018, filed 11 Feb 2019.