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Cahill Financial Advisors’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-450
Closed -$15K – 618
2021
Q3 		$15K Buy
+450
New +$15.2K ﹤0.01% 494

Other funds holding PSCC

PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cahill Financial Advisors's PSCC Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q4 2021, closing a stake of 450 shares — an estimated $15K sold.

Cahill Financial Advisors first reported a position in PSCC in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 38 funds tracked by Wall St. Rank hold PSCC as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 450 Invesco S&P SmallCap Consumer Staples ETF shares in Q4 2021, an estimated $15K.
  • Cahill Financial Advisors first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Invesco S&P SmallCap Consumer Staples ETF position peaked at $15K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.