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Criterion Capital Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Criterion Capital Advisors’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
2024
Q4 		$316 Hold
6
– – ﹤0.01% 342
2024
Q3 		$316 Hold
6
– – ﹤0.01% 342
2024
Q2 		$316 Hold
6
– – ﹤0.01% 342
2024
Q1 		$335 Hold
6
– – ﹤0.01% 340
2023
Q4 		$313 Buy
+6
New +$319 ﹤0.01% 349

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Criterion Capital Advisors's PSCE Position: Q4 2024 in Review

Criterion Capital Advisors held its Invesco S&P SmallCap Energy ETF (PSCE) position steady in Q4 2024 at 6 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Criterion Capital Advisors first reported a position in PSCE in Q4 2023 and has held it in 5 quarters since. The position peaked at $335 in Q1 2024. 46 funds tracked by Wall St. Rank hold PSCE as of Q4 2024.

  • Criterion Capital Advisors held 6 shares of Invesco S&P SmallCap Energy ETF worth $316 as of Q4 2024.
  • Criterion Capital Advisors left its Invesco S&P SmallCap Energy ETF share count unchanged in Q4 2024.
  • Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #342 holding.
  • Criterion Capital Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Invesco S&P SmallCap Energy ETF position peaked at $335 in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.