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

Arlington 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
2021
Q2 		– Sell
-167
Closed -$5K – 369
2021
Q1 		$5K Buy
+167
New +$5.03K ﹤0.01% 357

Other funds holding PSCE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Arlington Partners's PSCE Position: Q2 2021 in Review

Arlington Partners sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2021, closing a stake of 167 shares — an estimated $5K sold.

Arlington Partners first reported a position in PSCE in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 58 funds tracked by Wall St. Rank hold PSCE as of Q2 2021.

  • Arlington Partners reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Arlington Partners sold 167 Invesco S&P SmallCap Energy ETF shares in Q2 2021, an estimated $5K.
  • Arlington Partners first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2021 and held it in 1 quarter.
  • Arlington Partners's Invesco S&P SmallCap Energy ETF position peaked at $5K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2021.

Based on Arlington Partners's 13F filing for Q2 2021, filed 7 Jul 2021.