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Arkadios Wealth Advisors’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Arkadios Wealth Advisors’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-957
Closed -$34K – 2017
2021
Q2 		$34K Hold
957
– – ﹤0.01% 1073
2021
Q1 		$32K Buy
957
+6
+0.6% +$196 0.01% 825
2020
Q4 		$27K Buy
+951
New +$26.2K 0.01% 683

Other funds holding PSCC

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 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
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's PSCC Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q3 2021, closing a stake of 957 shares — an estimated $34K sold.

Arkadios Wealth Advisors first reported a position in PSCC in Q4 2020 and held it in 3 quarters. The position peaked at $34K in Q2 2021. 35 funds tracked by Wall St. Rank hold PSCC as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 957 Invesco S&P SmallCap Consumer Staples ETF shares in Q3 2021, an estimated $34K.
  • Arkadios Wealth Advisors first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Invesco S&P SmallCap Consumer Staples ETF position peaked at $34K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.