DADC
PSCU icon

D.A. Davidson & Co’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

D.A. Davidson & Co’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,990
Closed -$604K – 1462
2024
Q3 		$604K Buy
+9,990
New +$562K 0.01% 949

Other funds holding PSCU

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

D.A. Davidson & Co's PSCU Position: Q4 2024 in Review

D.A. Davidson & Co sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q4 2024, closing a stake of 9,990 shares — an estimated $604K sold.

D.A. Davidson & Co first reported a position in PSCU in Q3 2024 and held it in 1 quarter. The position peaked at $604K in Q3 2024. 15 funds tracked by Wall St. Rank hold PSCU as of Q4 2024.

  • D.A. Davidson & Co reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q4 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 9,990 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q4 2024, an estimated $604K.
  • D.A. Davidson & Co first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q3 2024 and held it in 1 quarter.
  • D.A. Davidson & Co's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $604K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q4 2024.

Based on D.A. Davidson & Co's 13F filing for Q4 2024, filed 31 Jan 2025.