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Financial Architects (New Jersey)’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Financial Architects (New Jersey)’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-211
Closed -$10K – 1507
2018
Q4 		$10K Hold
211
– – ﹤0.01% 1000
2018
Q3 		$12K Hold
211
– – ﹤0.01% 1071
2018
Q2 		$12K Buy
+211
New +$11.8K ﹤0.01% 942

Other funds holding PSCF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Architects (New Jersey)'s PSCF Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q1 2019, closing a stake of 211 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in PSCF in Q2 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 51 funds tracked by Wall St. Rank hold PSCF as of Q1 2019.

  • Financial Architects (New Jersey) reported no remaining Invesco S&P SmallCap Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 211 Invesco S&P SmallCap Financials ETF shares in Q1 2019, an estimated $10K.
  • Financial Architects (New Jersey) first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2018 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Invesco S&P SmallCap Financials ETF position peaked at $12K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.