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FineMark National Bank & Trust’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

FineMark National Bank & Trust’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
Q2 		– Sell
-8,292
Closed -$347K – 467
2025
Q1 		$347K Buy
8,292
+3,928
+90% +$180K 0.01% 337
2024
Q4 		$211K Buy
+4,364
New +$219K 0.01% 405

Other funds holding PSCE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

FineMark National Bank & Trust's PSCE Position: Q2 2025 in Review

FineMark National Bank & Trust sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2025, closing a stake of 8,292 shares — an estimated $347K sold.

FineMark National Bank & Trust first reported a position in PSCE in Q4 2024 and held it in 2 quarters. The position peaked at $347K in Q1 2025. 37 funds tracked by Wall St. Rank hold PSCE as of Q2 2025.

  • FineMark National Bank & Trust reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2025 after selling out during the quarter.
  • FineMark National Bank & Trust sold 8,292 Invesco S&P SmallCap Energy ETF shares in Q2 2025, an estimated $347K.
  • FineMark National Bank & Trust first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2024 and held it in 2 quarters.
  • FineMark National Bank & Trust's Invesco S&P SmallCap Energy ETF position peaked at $347K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2025.

Based on FineMark National Bank & Trust's 13F filing for Q2 2025, filed 11 Aug 2025.