Centerpoint Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Centerpoint 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	-100	Closed	-$6K	–	427
2026 Q1	$6K	Hold	100	–	–	﹤0.01%	348
2025 Q4	$4K	Hold	100	–	–	﹤0.01%	364
2025 Q3	$4K	Sell	100 -75	-43%	-$3.05K	﹤0.01%	376
2025 Q2	$7K	Hold	175	–	–	﹤0.01%	322
2025 Q1	$7K	Hold	175	–	–	﹤0.01%	334
2024 Q4	$8K	Hold	175	–	–	﹤0.01%	358
2024 Q3	$9K	Hold	175	–	–	﹤0.01%	365
2024 Q2	$9K	Sell	175 -15	-8%	-$816	﹤0.01%	354
2024 Q1	$11K	Hold	190	–	–	﹤0.01%	322
2023 Q4	$10K	Hold	190	–	–	﹤0.01%	329
2023 Q3	$11K	Hold	190	–	–	﹤0.01%	327
2023 Q2	$9K	Hold	190	–	–	﹤0.01%	348
2023 Q1	$9K	Sell	190 -5	-3%	-$251	﹤0.01%	359
2022 Q4	$10K	Buy	195 +65	+50%	+$3.36K	﹤0.01%	306
2022 Q3	$6K	Hold	130	–	–	﹤0.01%	254
2022 Q2	$6K	Hold	130	–	–	﹤0.01%	260
2022 Q1	$7K	Buy	+130	New	+$5.54K	﹤0.01%	253
2021 Q4	–	Sell	-60	Closed	-$2K	–	453
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	257
2021 Q2	$2K	Buy	+60	New	+$2.11K	﹤0.01%	259

Other funds holding PSCE

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Centerpoint Advisors's PSCE Position: Q2 2026 in Review

Centerpoint Advisors sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2026, closing a stake of 100 shares — an estimated $6K sold.

Centerpoint Advisors first reported a position in PSCE in Q2 2021 and held it in 19 quarters. The position peaked at $11K in Q1 2024. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

Centerpoint Advisors reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2026 after selling out during the quarter.
Centerpoint Advisors sold 100 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $6K.
Centerpoint Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2021 and held it in 19 quarters.
Centerpoint Advisors's Invesco S&P SmallCap Energy ETF position peaked at $11K in Q1 2024.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.