Cambridge Investment Research Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q1	$2.22M	Buy	+36,412	New	+$1.94M	0.01%	1514
2024 Q3	–	Sell	-8,989	Closed	-$473K	–	3508
2024 Q2	$473K	Buy	8,989 +134	+2%	+$7.29K	﹤0.01%	2343
2024 Q1	$494K	Buy	8,855 +366	+4%	+$18.8K	﹤0.01%	2285
2023 Q4	$442K	Buy	+8,489	New	+$451K	﹤0.01%	2286
2023 Q3	–	Sell	-2,021	Closed	-$96K	–	3239
2023 Q2	$96K	Sell	2,021 -2,482	-55%	-$113K	﹤0.01%	3007
2023 Q1	$209K	Sell	4,503 -746	-14%	-$37.4K	﹤0.01%	2785
2022 Q4	$267K	Buy	5,249 +215	+4%	+$11.1K	﹤0.01%	2523
2022 Q3	$214K	Sell	5,034 -135	-3%	-$6.22K	﹤0.01%	2644
2022 Q2	$225K	Buy	5,169 +1,564	+43%	+$80.4K	﹤0.01%	2620
2022 Q1	$181K	Buy	+3,605	New	+$154K	﹤0.01%	2907
2021 Q3	–	Sell	-4,485	Closed	-$180K	–	3175
2021 Q2	$180K	Buy	4,485 +60	+1%	+$2.11K	﹤0.01%	2863
2021 Q1	$140K	Buy	+4,425	New	+$133K	﹤0.01%	2709

Other funds holding PSCE

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OPOWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

KAS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors's PSCE Position: Q1 2026 in Review

Cambridge Investment Research Advisors opened a new position in Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2026: 36,412 shares worth $2.22M. The stake represents 0.01% of the portfolio and ranks #1514 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in PSCE as recently as Q2 2024.

Cambridge Investment Research Advisors first reported a position in PSCE in Q1 2021 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold PSCE as of Q1 2026.

Cambridge Investment Research Advisors held 36,412 shares of Invesco S&P SmallCap Energy ETF worth $2.22M as of Q1 2026.
Invesco S&P SmallCap Energy ETF was a new Cambridge Investment Research Advisors position in Q1 2026.
Invesco S&P SmallCap Energy ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1514 holding.
Cambridge Investment Research Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2021 and has held it in 12 quarters since.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.