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BerganKDV Wealth Management’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

BerganKDV Wealth Management’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
2020
Q2 		– Sell
-147
Closed -$3K – 1058
2020
Q1 		$3K Buy
+147
New +$3.45K ﹤0.01% 682

Other funds holding PSCC

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BerganKDV Wealth Management's PSCC Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q2 2020, closing a stake of 147 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in PSCC in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 24 funds tracked by Wall St. Rank hold PSCC as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 147 Invesco S&P SmallCap Consumer Staples ETF shares in Q2 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q1 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco S&P SmallCap Consumer Staples ETF position peaked at $3K in Q1 2020.
  • 24 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.