First Allied Advisory Services’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-42	Closed	-$1K	–	1491
2019 Q3	$1K	Buy	+42	New	+$1.61K	﹤0.01%	1624
2018 Q1	–	Sell	-683	Closed	-$52K	–	1394
2017 Q4	$52K	Buy	+683	New	+$49.5K	﹤0.01%	1296
2017 Q1	–	Sell	-1,946	Closed	-$204K	–	1151
2016 Q4	$204K	Buy	+1,946	New	+$187K	0.01%	989

Other funds holding PSCE

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

OIS

Okabena Investment Services Minneapolis, Minnesota $519M AUM 23.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Allied Advisory Services's PSCE Position: Q4 2019 in Review

First Allied Advisory Services sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q4 2019, closing a stake of 42 shares — an estimated $1K sold.

First Allied Advisory Services first reported a position in PSCE in Q4 2016 and held it in 3 quarters. The position peaked at $204K in Q4 2016. 18 funds tracked by Wall St. Rank hold PSCE as of Q4 2019.

First Allied Advisory Services reported no remaining Invesco S&P SmallCap Energy ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 42 Invesco S&P SmallCap Energy ETF shares in Q4 2019, an estimated $1K.
First Allied Advisory Services first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2016 and held it in 3 quarters.
First Allied Advisory Services's Invesco S&P SmallCap Energy ETF position peaked at $204K in Q4 2016.
18 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.