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Camelot Portfolios’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Camelot Portfolios’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,614
Closed -$480K – 181
2023
Q2 		$480K Buy
+4,614
New +$441K 0.3% 94

Other funds holding PSCI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Camelot Portfolios's PSCI Position: Q3 2023 in Review

Camelot Portfolios sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q3 2023, closing a stake of 4,614 shares — an estimated $480K sold.

Camelot Portfolios first reported a position in PSCI in Q2 2023 and held it in 1 quarter. The position peaked at $480K in Q2 2023. 49 funds tracked by Wall St. Rank hold PSCI as of Q3 2023.

  • Camelot Portfolios reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q3 2023 after selling out during the quarter.
  • Camelot Portfolios sold 4,614 Invesco S&P SmallCap Industrials ETF shares in Q3 2023, an estimated $480K.
  • Camelot Portfolios first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2023 and held it in 1 quarter.
  • Camelot Portfolios's Invesco S&P SmallCap Industrials ETF position peaked at $480K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2023.

Based on Camelot Portfolios's 13F filing for Q3 2023, filed 20 Oct 2023.