Global Retirement Partners’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Global Retirement Partners’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
2025 Q4	$2.67K	Hold	62	–	–	﹤0.01%	3640
2025 Q3	$2.64K	Sell	62 -21	-25%	-$855	﹤0.01%	3220
2025 Q2	$3.21K	Buy	+83	New	+$3.1K	﹤0.01%	3068
2024 Q4	$5.02K	Sell	104 -28	-21%	-$1.41K	﹤0.01%	2680
2024 Q3	$6.46K	Sell	132 -701	-84%	-$36.1K	﹤0.01%	2455
2024 Q2	$43.8K	Sell	833 -4	-0.5%	-$218	﹤0.01%	1610
2024 Q1	$46.7K	Sell	837 -2	-0.2%	-$103	﹤0.01%	1445
2023 Q4	$40.4K	Buy	839 +1	+0.1%	+$53	﹤0.01%	1454
2023 Q3	$43.8K	Hold	838	–	–	﹤0.01%	1338
2023 Q2	$39.7K	Sell	838 -1	-0.1%	-$45	﹤0.01%	1377
2023 Q1	$35.7K	Buy	839 +531	+172%	+$26.6K	﹤0.01%	1383
2022 Q4	$15.7K	Buy	308 +3	+1%	+$155	﹤0.01%	1579
2022 Q3	$17K	Buy	+305	New	+$14.1K	﹤0.01%	1469

Other funds holding PSCE

HCA

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

GJL

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

OPOWM

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

KAS

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

FGC

First Growth Capital Pikesville, Maryland $132M AUM

Global Retirement Partners's PSCE Position: Q4 2025 in Review

Global Retirement Partners held its Invesco S&P SmallCap Energy ETF (PSCE) position steady in Q4 2025 at 62 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3640.

Global Retirement Partners first reported a position in PSCE in Q3 2022 and has held it in 13 quarters since. The position peaked at $46.7K in Q1 2024. 36 funds tracked by Wall St. Rank hold PSCE as of Q4 2025.

Global Retirement Partners held 62 shares of Invesco S&P SmallCap Energy ETF worth $2.67K as of Q4 2025.
Global Retirement Partners left its Invesco S&P SmallCap Energy ETF share count unchanged in Q4 2025.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3640 holding.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2022 and has held it in 13 quarters since.
Global Retirement Partners's Invesco S&P SmallCap Energy ETF position peaked at $46.7K in Q1 2024.
36 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.