Copia Wealth Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Copia Wealth 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
2026 Q2	$35.5K	Buy	646 +26	+4%	+$1.56K	0.02%	244
2026 Q1	$37.8K	Buy	620 +192	+45%	+$10.2K	0.03%	221
2025 Q4	$18.4K	Hold	428	–	–	0.01%	272
2025 Q3	$18.2K	Sell	428 -144	-25%	-$5.87K	0.01%	268
2025 Q2	$22.2K	Sell	572 -73	-11%	-$2.73K	0.02%	232
2025 Q1	$27K	Sell	645 -683	-51%	-$31.3K	0.03%	199
2024 Q4	$64.3K	Buy	+1,328	New	+$66.7K	0.06%	130

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

Copia Wealth Management's PSCE Position: Q2 2026 in Review

Copia Wealth Management increased its Invesco S&P SmallCap Energy ETF (PSCE) stake by 4.2% in Q2 2026, buying an estimated $1.56K and bringing the position to 646 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #244.

Copia Wealth Management first reported a position in PSCE in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.3K in Q4 2024. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

Copia Wealth Management held 646 shares of Invesco S&P SmallCap Energy ETF worth $35.5K as of Q2 2026.
Copia Wealth Management bought 26 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $1.56K.
Invesco S&P SmallCap Energy ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #244 holding.
Copia Wealth Management first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Invesco S&P SmallCap Energy ETF position peaked at $64.3K in Q4 2024.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.