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Gladstone Institutional Advisory’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-3,556
Closed -$217K – 920
2026
Q1 		$217K Buy
+3,556
New +$189K 0.01% 778
2024
Q4 		– Sell
-6,226
Closed -$305K – 730
2024
Q3 		$305K Buy
6,226
+114
+2% +$5.87K 0.01% 571
2024
Q2 		$321K Buy
6,112
+2,335
+62% +$127K 0.02% 523
2024
Q1 		$211K Buy
+3,777
New +$194K 0.01% 597
2023
Q4 		– Sell
-6,531
Closed -$373K – 691
2023
Q3 		$373K Buy
6,531
+52
+0.8% +$2.85K 0.02% 446
2023
Q2 		$307K Buy
6,479
+461
+8% +$20.9K 0.02% 520
2023
Q1 		$279K Sell
6,018
-5,327
-47% -$267K 0.02% 543
2022
Q4 		$577K Buy
11,345
+3,971
+54% +$205K 0.04% 368
2022
Q3 		$314K Buy
7,374
+1,057
+17% +$48.7K 0.02% 485
2022
Q2 		$275K Buy
6,317
+751
+13% +$38.6K 0.02% 531
2022
Q1 		$279K Buy
+5,566
New +$237K 0.02% 572

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
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
KAS
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

Gladstone Institutional Advisory's PSCE Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2026, closing a stake of 3,556 shares — an estimated $217K sold.

Gladstone Institutional Advisory first reported a position in PSCE in Q1 2022 and held it in 11 quarters. The position peaked at $577K in Q4 2022. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

  • Gladstone Institutional Advisory reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,556 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $217K.
  • Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2022 and held it in 11 quarters.
  • Gladstone Institutional Advisory's Invesco S&P SmallCap Energy ETF position peaked at $577K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.