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Formidable Asset Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Formidable Asset 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
2024
Q2 		– Sell
-9,665
Closed -$539K – 423
2024
Q1 		$539K Sell
9,665
-2,104
-18% -$108K 0.09% 219
2023
Q4 		$613K Buy
+11,769
New +$625K 0.13% 152

Other funds holding PSCE

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Formidable Asset Management's PSCE Position: Q2 2024 in Review

Formidable Asset Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2024, closing a stake of 9,665 shares — an estimated $539K sold.

Formidable Asset Management first reported a position in PSCE in Q4 2023 and held it in 2 quarters. The position peaked at $613K in Q4 2023. 45 funds tracked by Wall St. Rank hold PSCE as of Q2 2024.

  • Formidable Asset Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Formidable Asset Management sold 9,665 Invesco S&P SmallCap Energy ETF shares in Q2 2024, an estimated $539K.
  • Formidable Asset Management first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2023 and held it in 2 quarters.
  • Formidable Asset Management's Invesco S&P SmallCap Energy ETF position peaked at $613K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2024.

Based on Formidable Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.