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Clear Creek Financial Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Clear Creek Financial Management’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
2021
Q3 		– Sell
-4,378
Closed -$176K – 359
2021
Q2 		$176K Buy
+4,378
New +$154K 0.03% 314

Other funds holding PSCE

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Clear Creek Financial Management's PSCE Position: Q3 2021 in Review

Clear Creek Financial Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2021, closing a stake of 4,378 shares — an estimated $176K sold.

Clear Creek Financial Management first reported a position in PSCE in Q2 2021 and held it in 1 quarter. The position peaked at $176K in Q2 2021. 43 funds tracked by Wall St. Rank hold PSCE as of Q3 2021.

  • Clear Creek Financial Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 4,378 Invesco S&P SmallCap Energy ETF shares in Q3 2021, an estimated $176K.
  • Clear Creek Financial Management first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2021 and held it in 1 quarter.
  • Clear Creek Financial Management's Invesco S&P SmallCap Energy ETF position peaked at $176K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2021.

Based on Clear Creek Financial Management's 13F filing for Q3 2021, filed 14 Oct 2021.