Gendell Jeffrey L’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Gendell Jeffrey L’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 Q1	$4.17M	Hold	68,469	–	–	0.06%	83
2025 Q4	$2.94M	Hold	68,469	–	–	0.05%	79
2025 Q3	$2.92M	Sell	68,469 -6,400	-9%	-$261K	0.05%	74
2025 Q2	$2.91M	Sell	74,869 -4,000	-5%	-$149K	0.08%	59
2025 Q1	$3.3M	Hold	78,869	–	–	0.14%	52
2024 Q4	$3.82M	Hold	78,869	–	–	0.12%	58
2024 Q3	$3.87M	Hold	78,869	–	–	0.12%	54
2024 Q2	$4.15M	Hold	78,869	–	–	0.15%	60
2024 Q1	$4.4M	Hold	78,869	–	–	0.17%	49
2023 Q4	$4.1M	Hold	78,869	–	–	0.22%	40
2023 Q3	$4.5M	Buy	78,869 +4,799	+6%	+$263K	0.26%	41
2023 Q2	$3.51M	Sell	74,070 -8,805	-11%	-$400K	0.27%	34
2023 Q1	$3.84M	Buy	82,875 +9,523	+13%	+$477K	0.36%	33
2022 Q4	$3.73M	Hold	73,352	–	–	0.33%	36
2022 Q3	$3.13M	Buy	73,352 +23,352	+47%	+$1.08M	0.41%	29
2022 Q2	$2.17M	Buy	+50,000	New	+$2.57M	0.25%	45

Other funds holding PSCE

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gendell Jeffrey L's PSCE Position: Q1 2026 in Review

Gendell Jeffrey L held its Invesco S&P SmallCap Energy ETF (PSCE) position steady in Q1 2026 at 68,469 shares worth $4.17M. The position accounts for 0.06% of the portfolio, ranked #83.

Gendell Jeffrey L first reported a position in PSCE in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.5M in Q3 2023. 48 funds tracked by Wall St. Rank hold PSCE as of Q1 2026.

Gendell Jeffrey L held 68,469 shares of Invesco S&P SmallCap Energy ETF worth $4.17M as of Q1 2026.
Gendell Jeffrey L left its Invesco S&P SmallCap Energy ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Energy ETF made up 0.06% of Gendell Jeffrey L's portfolio in Q1 2026, its #83 holding.
Gendell Jeffrey L first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2022 and has held it in 16 quarters since.
Gendell Jeffrey L's Invesco S&P SmallCap Energy ETF position peaked at $4.5M in Q3 2023.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2026.

Based on Gendell Jeffrey L's 13F filing for Q1 2026, filed 15 May 2026.