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 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 $7.34B AUM 183.72% 1-Year Est. Return

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

Gladstone Institutional Advisory's PSCE Position: Q1 2026 in Review

Gladstone Institutional Advisory opened a new position in Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2026: 3,556 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in PSCE as recently as Q3 2024.

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

Gladstone Institutional Advisory held 3,556 shares of Invesco S&P SmallCap Energy ETF worth $217K as of Q1 2026.
Invesco S&P SmallCap Energy ETF was a new Gladstone Institutional Advisory position in Q1 2026.
Invesco S&P SmallCap Energy ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #778 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2022 and has held it in 11 quarters since.
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 Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.