Financial Advocates Investment Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-7,796	Closed	-$303K	–	449
2025 Q2	$303K	Sell	7,796 -31	-0.4%	-$1.16K	0.02%	496
2025 Q1	$328K	Sell	7,827 -88	-1%	-$4.03K	0.02%	539
2024 Q4	$383K	Sell	7,915 -485	-6%	-$24.4K	0.02%	535
2024 Q3	$412K	Buy	8,400 +115	+1%	+$5.92K	0.02%	513
2024 Q2	$436K	Buy	8,285 +107	+1%	+$5.82K	0.03%	464
2024 Q1	$456K	Buy	8,178 +90	+1%	+$4.62K	0.03%	473
2023 Q4	$421K	Buy	8,088 +3,637	+82%	+$193K	0.03%	465
2023 Q3	$254K	Buy	+4,451	New	+$244K	0.02%	574

Other funds holding PSCE

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 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 $445B AUM 25.58% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Financial Advocates Investment Management's PSCE Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2025, closing a stake of 7,796 shares — an estimated $303K sold.

Financial Advocates Investment Management first reported a position in PSCE in Q3 2023 and held it in 8 quarters. The position peaked at $456K in Q1 2024. 35 funds tracked by Wall St. Rank hold PSCE as of Q3 2025.

Financial Advocates Investment Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 7,796 Invesco S&P SmallCap Energy ETF shares in Q3 2025, an estimated $303K.
Financial Advocates Investment Management first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2023 and held it in 8 quarters.
Financial Advocates Investment Management's Invesco S&P SmallCap Energy ETF position peaked at $456K in Q1 2024.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.