Crescent Capital Consulting’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Crescent Capital Consulting’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
2021 Q4	$61K	Hold	1,000	–	–	0.01%	277
2021 Q3	$58K	Hold	1,000	–	–	0.01%	286
2021 Q2	$58K	Hold	1,000	–	–	0.01%	266
2021 Q1	$57K	Hold	1,000	–	–	0.01%	273
2020 Q4	$49K	Buy	+1,000	New	+$44.3K	0.01%	254

Other funds holding PSCF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Crescent Capital Consulting's PSCF Position: Q4 2021 in Review

Crescent Capital Consulting held its Invesco S&P SmallCap Financials ETF (PSCF) position steady in Q4 2021 at 1,000 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #277.

Crescent Capital Consulting first reported a position in PSCF in Q4 2020 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold PSCF as of Q4 2021.

Crescent Capital Consulting held 1,000 shares of Invesco S&P SmallCap Financials ETF worth $61K as of Q4 2021.
Crescent Capital Consulting left its Invesco S&P SmallCap Financials ETF share count unchanged in Q4 2021.
Invesco S&P SmallCap Financials ETF made up 0.01% of Crescent Capital Consulting's portfolio in Q4 2021, its #277 holding.
Crescent Capital Consulting first reported a position in Invesco S&P SmallCap Financials ETF in Q4 2020 and has held it in 5 quarters since.
36 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.