American Portfolios Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

American Portfolios Advisors’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	$161K	Buy	3,781 +52	+1%	+$2.4K	0.01%	1112
2022 Q2	$162K	Sell	3,729 -222	-6%	-$11.4K	0.01%	1148
2022 Q1	$198K	Sell	3,951 -23	-0.6%	-$980	0.01%	1162
2021 Q4	$139K	Buy	3,974 +442	+13%	+$17.1K	﹤0.01%	1348
2021 Q3	$135K	Hold	3,532	–	–	0.01%	1315
2021 Q2	$142K	Hold	3,532	–	–	0.01%	1268
2021 Q1	$111K	Buy	+3,532	New	+$106K	﹤0.01%	1276

Other funds holding PSCE

GJL

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 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

American Portfolios Advisors's PSCE Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco S&P SmallCap Energy ETF (PSCE) stake by 1.4% in Q3 2022, buying an estimated $2.4K and bringing the position to 3,781 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #1112.

American Portfolios Advisors first reported a position in PSCE in Q1 2021 and has held it in 7 quarters since. The position peaked at $198K in Q1 2022. 59 funds tracked by Wall St. Rank hold PSCE as of Q3 2022.

American Portfolios Advisors held 3,781 shares of Invesco S&P SmallCap Energy ETF worth $161K as of Q3 2022.
American Portfolios Advisors bought 52 Invesco S&P SmallCap Energy ETF shares in Q3 2022, an estimated $2.4K.
Invesco S&P SmallCap Energy ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1112 holding.
American Portfolios Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's Invesco S&P SmallCap Energy ETF position peaked at $198K in Q1 2022.
59 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.