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BFC Planning, Inc.’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

BFC Planning, Inc.’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
2026
Q2 		$1.17M Sell
21,326
-27
-0.1% -$1.62K 0.05% 362
2026
Q1 		$1.3M Buy
21,353
+23
+0.1% +$1.22K 0.06% 313
2025
Q4 		$917K Buy
+21,330
New +$920K 0.04% 389

Other funds holding PSCE

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
One Plus One Wealth Management
One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BFC Planning, Inc.'s PSCE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Invesco S&P SmallCap Energy ETF (PSCE) stake by 0.13% in Q2 2026, selling an estimated $1.62K and leaving 21,326 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #362.

BFC Planning, Inc. first reported a position in PSCE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 49 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

  • BFC Planning, Inc. held 21,326 shares of Invesco S&P SmallCap Energy ETF worth $1.17M as of Q2 2026.
  • BFC Planning, Inc. sold 27 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $1.62K.
  • Invesco S&P SmallCap Energy ETF made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #362 holding.
  • BFC Planning, Inc. first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Invesco S&P SmallCap Energy ETF position peaked at $1.3M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.