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Capital Advisors Ltd’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Capital Advisors Ltd’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,205
Closed -$202K – 447
2018
Q4 		$202K Hold
4,205
– – 0.06% 146
2018
Q3 		$241K Buy
+4,205
New +$248K 0.07% 133

Other funds holding PSCF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Advisors Ltd's PSCF Position: Q1 2019 in Review

Capital Advisors Ltd sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q1 2019, closing a stake of 4,205 shares — an estimated $202K sold.

Capital Advisors Ltd first reported a position in PSCF in Q3 2018 and held it in 2 quarters. The position peaked at $241K in Q3 2018. 51 funds tracked by Wall St. Rank hold PSCF as of Q1 2019.

  • Capital Advisors Ltd reported no remaining Invesco S&P SmallCap Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 4,205 Invesco S&P SmallCap Financials ETF shares in Q1 2019, an estimated $202K.
  • Capital Advisors Ltd first reported a position in Invesco S&P SmallCap Financials ETF in Q3 2018 and held it in 2 quarters.
  • Capital Advisors Ltd's Invesco S&P SmallCap Financials ETF position peaked at $241K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2019.

Based on Capital Advisors Ltd's 13F filing for Q1 2019, filed 1 May 2019.