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Executive Wealth Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-70
Closed -$3K – 610
2019
Q2 		$3K Hold
70
– – ﹤0.01% 774
2019
Q1 		$4K Hold
70
– – ﹤0.01% 678
2018
Q4 		$3K Buy
+70
New +$4.39K ﹤0.01% 738

Other funds holding PSCE

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
Wells Fargo
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

Executive Wealth Management's PSCE Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2019, closing a stake of 70 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in PSCE in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 20 funds tracked by Wall St. Rank hold PSCE as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 70 Invesco S&P SmallCap Energy ETF shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco S&P SmallCap Energy ETF position peaked at $4K in Q1 2019.
  • 20 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.