Focus Partners Wealth
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Focus Partners Wealth’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Focus Partners Wealth’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
2024
Q3 		– Sell
-4,040
Closed -$212K – 1682
2024
Q2 		$212K Buy
+4,040
New +$220K ﹤0.01% 1149

Other funds holding PSCE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Focus Partners Wealth's PSCE Position: Q3 2024 in Review

Focus Partners Wealth sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2024, closing a stake of 4,040 shares — an estimated $212K sold.

Focus Partners Wealth first reported a position in PSCE in Q2 2024 and held it in 1 quarter. The position peaked at $212K in Q2 2024. 41 funds tracked by Wall St. Rank hold PSCE as of Q3 2024.

  • Focus Partners Wealth reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 4,040 Invesco S&P SmallCap Energy ETF shares in Q3 2024, an estimated $212K.
  • Focus Partners Wealth first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2024 and held it in 1 quarter.
  • Focus Partners Wealth's Invesco S&P SmallCap Energy ETF position peaked at $212K in Q2 2024.
  • 41 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2024.

Based on Focus Partners Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.