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Avantax Advisory Services’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Avantax Advisory Services’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,589
Closed -$249K – 1251
2020
Q3 		$249K Buy
+5,589
New +$271K ﹤0.01% 1112

Other funds holding PSCU

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's PSCU Position: Q4 2020 in Review

Avantax Advisory Services sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q4 2020, closing a stake of 5,589 shares — an estimated $249K sold.

Avantax Advisory Services first reported a position in PSCU in Q3 2020 and held it in 1 quarter. The position peaked at $249K in Q3 2020. 17 funds tracked by Wall St. Rank hold PSCU as of Q4 2020.

  • Avantax Advisory Services reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 5,589 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q4 2020, an estimated $249K.
  • Avantax Advisory Services first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $249K in Q3 2020.
  • 17 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.