Almanack Investment Partners’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Almanack Investment Partners’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
2022 Q3	–	Sell	-7,285	Closed	-$317K	–	881
2022 Q2	$317K	Sell	7,285 -400	-5%	-$20.6K	0.03%	304
2022 Q1	$385K	Sell	7,685 -4,215	-35%	-$180K	0.03%	305
2021 Q4	$416K	Sell	11,900 -174	-1%	-$6.74K	0.03%	297
2021 Q3	$460K	Buy	12,074 +3,500	+41%	+$119K	0.04%	276
2021 Q2	$344K	Buy	+8,574	New	+$301K	0.03%	293

Other funds holding PSCE

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Almanack Investment Partners's PSCE Position: Q3 2022 in Review

Almanack Investment Partners sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2022, closing a stake of 7,285 shares — an estimated $317K sold.

Almanack Investment Partners first reported a position in PSCE in Q2 2021 and held it in 5 quarters. The position peaked at $460K in Q3 2021. 59 funds tracked by Wall St. Rank hold PSCE as of Q3 2022.

Almanack Investment Partners reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2022 after selling out during the quarter.
Almanack Investment Partners sold 7,285 Invesco S&P SmallCap Energy ETF shares in Q3 2022, an estimated $317K.
Almanack Investment Partners first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2021 and held it in 5 quarters.
Almanack Investment Partners's Invesco S&P SmallCap Energy ETF position peaked at $460K in Q3 2021.
59 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.