CPA
PSCF icon

Clear Perspective Advisors’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Clear Perspective Advisors’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
2018
Q3 		– Sell
-106
Closed -$6K – 367
2018
Q2 		$6K Buy
+106
New +$5.94K ﹤0.01% 414

Other funds holding PSCF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspective Advisors's PSCF Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q3 2018, closing a stake of 106 shares — an estimated $6K sold.

Clear Perspective Advisors first reported a position in PSCF in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 54 funds tracked by Wall St. Rank hold PSCF as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Invesco S&P SmallCap Financials ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 106 Invesco S&P SmallCap Financials ETF shares in Q3 2018, an estimated $6K.
  • Clear Perspective Advisors first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2018 and held it in 1 quarter.
  • Clear Perspective Advisors's Invesco S&P SmallCap Financials ETF position peaked at $6K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.