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Arkadios Wealth Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Arkadios Wealth 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
2026
Q2 		$247K Buy
4,488
+27
+0.6% +$1.62K ﹤0.01% 1518
2026
Q1 		$272K Sell
4,461
-531
-11% -$28.3K ﹤0.01% 1404
2025
Q4 		$215K Sell
4,992
-1,122
-18% -$48.4K ﹤0.01% 1418
2025
Q3 		$261K Buy
6,114
+323
+6% +$13.2K 0.01% 1212
2025
Q2 		$225K Sell
5,791
-27
-0.5% -$1.01K 0.01% 1162
2025
Q1 		$244K Buy
+5,818
New +$266K 0.01% 983
2024
Q2 		– Sell
-6,080
Closed -$339K – 901
2024
Q1 		$339K Sell
6,080
-3,065
-34% -$157K 0.03% 500
2023
Q4 		$476K Sell
9,145
-156
-2% -$8.28K 0.04% 380
2023
Q3 		$531K Sell
9,301
-65
-0.7% -$3.56K 0.05% 319
2023
Q2 		$444K Sell
9,366
-225
-2% -$10.2K 0.05% 338
2023
Q1 		$445K Buy
9,591
+57
+0.6% +$2.86K 0.05% 329
2022
Q4 		$485K Sell
9,534
-761
-7% -$39.4K 0.06% 289
2022
Q3 		$439K Buy
10,295
+51
+0.5% +$2.35K 0.07% 293
2022
Q2 		$446K Buy
10,244
+30
+0.3% +$1.54K 0.07% 304
2022
Q1 		$512K Buy
10,214
+11
+0.1% +$469 0.07% 313
2021
Q4 		$356K Buy
10,203
+117
+1% +$4.53K 0.05% 403
2021
Q3 		$384K Sell
10,086
-9
-0.1% -$307 0.06% 352
2021
Q2 		$405K Buy
10,095
+5,794
+135% +$203K 0.05% 378
2021
Q1 		$135K Buy
+4,301
New +$130K 0.02% 483

Other funds holding PSCE

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Arkadios Wealth Advisors's PSCE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco S&P SmallCap Energy ETF (PSCE) stake by 0.61% in Q2 2026, buying an estimated $1.62K and bringing the position to 4,488 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Arkadios Wealth Advisors first reported a position in PSCE in Q1 2021 and has held it in 19 quarters since. The position peaked at $531K in Q3 2023. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

  • Arkadios Wealth Advisors held 4,488 shares of Invesco S&P SmallCap Energy ETF worth $247K as of Q2 2026.
  • Arkadios Wealth Advisors bought 27 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $1.62K.
  • Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1518 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2021 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's Invesco S&P SmallCap Energy ETF position peaked at $531K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.