Belpointe Asset Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Belpointe Asset Management’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 Q3	–	Sell	-7,291	Closed	-$283K	–	1034
2025 Q2	$283K	Sell	7,291 -696	-9%	-$26K	0.01%	768
2025 Q1	$335K	Buy	+7,987	New	+$366K	0.02%	688
2023 Q2	–	Sell	-1,166	Closed	-$54K	–	2641
2023 Q1	$54K	Sell	1,166 -822	-41%	-$41.2K	﹤0.01%	1658
2022 Q4	$101K	Sell	1,988 -1,588	-44%	-$82.1K	0.01%	1229
2022 Q3	$153K	Sell	3,576 -371	-9%	-$17.1K	0.01%	955
2022 Q2	$172K	Sell	3,947 -7,291	-65%	-$375K	0.01%	889
2022 Q1	$563K	Buy	+11,238	New	+$479K	0.03%	503

Other funds holding PSCE

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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Belpointe Asset Management's PSCE Position: Q3 2025 in Review

Belpointe Asset Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2025, closing a stake of 7,291 shares — an estimated $283K sold.

Belpointe Asset Management first reported a position in PSCE in Q1 2022 and held it in 7 quarters. The position peaked at $563K in Q1 2022. 35 funds tracked by Wall St. Rank hold PSCE as of Q3 2025.

Belpointe Asset Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2025 after selling out during the quarter.
Belpointe Asset Management sold 7,291 Invesco S&P SmallCap Energy ETF shares in Q3 2025, an estimated $283K.
Belpointe Asset Management first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2022 and held it in 7 quarters.
Belpointe Asset Management's Invesco S&P SmallCap Energy ETF position peaked at $563K in Q1 2022.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.