Cutler Group’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Cutler Group’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 Q1	$8K	Buy	160 +100	+167%	+$5.14K	﹤0.01%	1385
2023 Q4	$3K	Sell	60 -200	-77%	-$10.6K	﹤0.01%	2994
2023 Q3	$14K	Buy	+260	New	+$14.2K	﹤0.01%	2293
2023 Q1	–	Sell	-841	Closed	-$42.2K	–	4511
2022 Q4	$42K	Buy	841 +680	+422%	+$35.2K	﹤0.01%	1692
2022 Q3	$6K	Buy	+161	New	+$7.42K	﹤0.01%	3540

Other funds holding PSCE

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cutler Group's PSCE Position: Q1 2024 in Review

Cutler Group increased its Invesco S&P SmallCap Energy ETF (PSCE) stake by 167% in Q1 2024, buying an estimated $5.14K and bringing the position to 160 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Cutler Group first reported a position in PSCE in Q3 2022 and has held it in 5 quarters since. The position peaked at $42K in Q4 2022. 50 funds tracked by Wall St. Rank hold PSCE as of Q1 2024.

Cutler Group held 160 shares of Invesco S&P SmallCap Energy ETF worth $8K as of Q1 2024.
Cutler Group bought 100 Invesco S&P SmallCap Energy ETF shares in Q1 2024, an estimated $5.14K.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1385 holding.
Cutler Group first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2022 and has held it in 5 quarters since.
Cutler Group's Invesco S&P SmallCap Energy ETF position peaked at $42K in Q4 2022.
50 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.