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Benjamin F. Edwards & Company’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Benjamin F. Edwards & Company’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-207
Closed -$7K – 2156
2023
Q3 		$7K Hold
207
– – ﹤0.01% 1486
2023
Q2 		$8K Buy
+207
New +$7.54K ﹤0.01% 1461

Other funds holding PSCC

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Benjamin F. Edwards & Company's PSCC Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q4 2023, closing a stake of 207 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in PSCC in Q2 2023 and held it in 2 quarters. The position peaked at $8K in Q2 2023. 43 funds tracked by Wall St. Rank hold PSCC as of Q4 2023.

  • Benjamin F. Edwards & Company reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 207 Invesco S&P SmallCap Consumer Staples ETF shares in Q4 2023, an estimated $7K.
  • Benjamin F. Edwards & Company first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q2 2023 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Invesco S&P SmallCap Consumer Staples ETF position peaked at $8K in Q2 2023.
  • 43 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.