Cambridge Investment Research Advisors
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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
Q2 		– Sell
-36,412
Closed -$2.22M – 4152
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 $11.3B AUM 163.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cambridge Investment Research Advisors's PSCE Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2026, closing a stake of 36,412 shares — an estimated $2.22M sold.

Cambridge Investment Research Advisors first reported a position in PSCE in Q1 2021 and held it in 12 quarters. The position peaked at $2.22M in Q1 2026. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 36,412 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $2.22M.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2021 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's Invesco S&P SmallCap Energy ETF position peaked at $2.22M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.