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Bartlett & Co’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Bartlett & Co’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-200
Closed -$7K – 861
2020
Q1 		$7K Buy
+200
New +$10K ﹤0.01% 699
2019
Q3 		$11K Buy
+200
New +$10.7K ﹤0.01% 728

Other funds holding PSCF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bartlett & Co's PSCF Position: Q2 2020 in Review

Bartlett & Co sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q2 2020, closing a stake of 200 shares — an estimated $7K sold.

Bartlett & Co first reported a position in PSCF in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 24 funds tracked by Wall St. Rank hold PSCF as of Q2 2020.

  • Bartlett & Co reported no remaining Invesco S&P SmallCap Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Bartlett & Co sold 200 Invesco S&P SmallCap Financials ETF shares in Q2 2020, an estimated $7K.
  • Bartlett & Co first reported a position in Invesco S&P SmallCap Financials ETF in Q3 2019 and held it in 2 quarters.
  • Bartlett & Co's Invesco S&P SmallCap Financials ETF position peaked at $11K in Q3 2019.
  • 24 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2020.

Based on Bartlett & Co's 13F filing for Q2 2020, filed 3 Aug 2020.