BAM
PSCU icon

Belpointe Asset Management’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-268
Closed -$15K – 2642
2023
Q1 		$15K Hold
268
– – ﹤0.01% 2473
2022
Q4 		$14.4K Buy
+268
New +$14.7K ﹤0.01% 2424

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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belpointe Asset Management's PSCU Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q2 2023, closing a stake of 268 shares — an estimated $15K sold.

Belpointe Asset Management first reported a position in PSCU in Q4 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2023. 15 funds tracked by Wall St. Rank hold PSCU as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 268 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q2 2023, an estimated $15K.
  • Belpointe Asset Management first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $15K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.