Bank of Montreal
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Bank of Montreal’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Bank of Montreal’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
2025
Q2 		– Sell
-100
Closed -$4.19K – 3681
2025
Q1 		$4.19K Hold
100
– – ﹤0.01% 3372
2024
Q4 		$4.84K Buy
+100
New +$5.03K ﹤0.01% 3403
2019
Q2 		– Sell
-50
Closed -$3K – 5032
2019
Q1 		$3K Hold
50
– – ﹤0.01% 4109
2018
Q4 		$2K Hold
50
– – ﹤0.01% 4412
2018
Q3 		$4K Buy
+50
New +$4.11K ﹤0.01% 4173
2017
Q1 		– Sell
-8
Closed -$1K – 4151
2016
Q4 		$1K Hold
8
– – ﹤0.01% 3974
2016
Q3 		$1K Buy
+8
New +$665 ﹤0.01% 3943

Other funds holding PSCE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Bank of Montreal's PSCE Position: Q2 2025 in Review

Bank of Montreal sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2025, closing a stake of 100 shares — an estimated $4.19K sold.

Bank of Montreal first reported a position in PSCE in Q3 2016 and held it in 7 quarters. The position peaked at $4.84K in Q4 2024. 37 funds tracked by Wall St. Rank hold PSCE as of Q2 2025.

  • Bank of Montreal reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 100 Invesco S&P SmallCap Energy ETF shares in Q2 2025, an estimated $4.19K.
  • Bank of Montreal first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2016 and held it in 7 quarters.
  • Bank of Montreal's Invesco S&P SmallCap Energy ETF position peaked at $4.84K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.