Avitas Wealth Management’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Avitas Wealth Management’s Portfolio PSCD Stock Details PSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,453	Closed	-$206K	–	181
2019 Q2	$206K	Buy	3,453 +82	+2%	+$4.93K	0.06%	165
2019 Q1	$204K	Buy	+3,371	New	+$203K	0.06%	159
2018 Q4	–	Sell	-3,189	Closed	-$219K	–	176
2018 Q3	$219K	Buy	3,189 +16	+0.5%	+$1.1K	0.06%	153
2018 Q2	$209K	Buy	+3,173	New	+$201K	0.07%	154

Other funds holding PSCD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Avitas Wealth Management's PSCD Position: Q3 2019 in Review

Avitas Wealth Management sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q3 2019, closing a stake of 3,453 shares — an estimated $206K sold.

Avitas Wealth Management first reported a position in PSCD in Q2 2018 and held it in 4 quarters. The position peaked at $219K in Q3 2018. 22 funds tracked by Wall St. Rank hold PSCD as of Q3 2019.

Avitas Wealth Management reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q3 2019 after selling out during the quarter.
Avitas Wealth Management sold 3,453 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q3 2019, an estimated $206K.
Avitas Wealth Management first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q2 2018 and held it in 4 quarters.
Avitas Wealth Management's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $219K in Q3 2018.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q3 2019.

Based on Avitas Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.