Commonwealth Equity Services
PSCE icon

Commonwealth Equity Services’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Commonwealth Equity Services’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
2025
Q1 		– Sell
-5,210
Closed -$252K – 4260
2024
Q4 		$252K Buy
5,210
+125
+2% +$6.28K ﹤0.01% 3570
2024
Q3 		$249K Sell
5,085
-2,837
-36% -$146K ﹤0.01% 3511
2024
Q2 		$417K Sell
7,922
-17,198
-68% -$935K ﹤0.01% 2994
2024
Q1 		$1.4M Buy
25,120
+1,347
+6% +$69.2K ﹤0.01% 2011
2023
Q4 		$1.24M Sell
23,773
-1,752
-7% -$93K ﹤0.01% 2016
2023
Q3 		$1.46M Buy
25,525
+19,487
+323% +$1.07M ﹤0.01% 1817
2023
Q2 		$286K Buy
6,038
+1,206
+25% +$54.7K ﹤0.01% 3090
2023
Q1 		$223 Buy
4,832
+356
+8% +$17.8K ﹤0.01% 3219
2022
Q4 		$227K Buy
4,476
+21
+0.5% +$1.09K ﹤0.01% 3112
2022
Q3 		$189K Sell
4,455
-1,828
-29% -$84.3K ﹤0.01% 3198
2022
Q2 		$273K Sell
6,283
-26,116
-81% -$1.34M ﹤0.01% 2922
2022
Q1 		$1.62M Buy
32,399
+27,268
+531% +$1.16M ﹤0.01% 1634
2021
Q4 		$179K Buy
5,131
+819
+19% +$31.7K ﹤0.01% 3332
2021
Q3 		$164K Sell
4,312
-10,355
-71% -$353K ﹤0.01% 3332
2021
Q2 		$588K Buy
14,667
+12,227
+501% +$429K ﹤0.01% 2344
2021
Q1 		$76K Buy
+2,440
New +$73.5K ﹤0.01% 3305
2017
Q3 		– Sell
-2,568
Closed -$171K – 2599
2017
Q2 		$171K Buy
2,568
+235
+10% +$17.8K ﹤0.01% 2285
2017
Q1 		$212K Hold
2,333
– – ﹤0.01% 2105
2016
Q4 		$245K Buy
2,333
+212
+10% +$20.3K ﹤0.01% 1919
2016
Q3 		$194K Buy
2,121
+35
+2% +$2.91K ﹤0.01% 1999
2016
Q2 		$168K Hold
2,086
– – ﹤0.01% 2013
2016
Q1 		$156K Buy
+2,086
New +$137K ﹤0.01% 1984
2015
Q2 		– Sell
-1,457
Closed -$203K – 2241
2015
Q1 		$203K Buy
+1,457
New +$205K ﹤0.01% 1916

Other funds holding PSCE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services's PSCE Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2025, closing a stake of 5,210 shares — an estimated $252K sold.

Commonwealth Equity Services first reported a position in PSCE in Q1 2015 and held it in 23 quarters. The position peaked at $1.62M in Q1 2022. 39 funds tracked by Wall St. Rank hold PSCE as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Invesco S&P SmallCap Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,210 Invesco S&P SmallCap Energy ETF shares in Q1 2025, an estimated $252K.
  • Commonwealth Equity Services first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2015 and held it in 23 quarters.
  • Commonwealth Equity Services's Invesco S&P SmallCap Energy ETF position peaked at $1.62M in Q1 2022.
  • 39 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.