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

Evergreen 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
2026
Q2 		– Sell
-121
Closed -$7.36K – 126
2026
Q1 		$7.36K Buy
+121
New +$6.44K ﹤0.01% 125

Other funds holding PSCE

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Evergreen Advisors's PSCE Position: Q2 2026 in Review

Evergreen Advisors sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2026, closing a stake of 121 shares — an estimated $7.36K sold.

Evergreen Advisors first reported a position in PSCE in Q1 2026 and held it in 1 quarter. The position peaked at $7.36K in Q1 2026. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

  • Evergreen Advisors reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 121 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $7.36K.
  • Evergreen Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's Invesco S&P SmallCap Energy ETF position peaked at $7.36K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.