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
2026 Q2	$2.25K	Buy	+41	New	+$2.46K	﹤0.01%	3974
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

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Global Retirement Partners's PSCE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2026: 41 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #3974 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PSCE as recently as Q4 2025.

Global Retirement Partners first reported a position in PSCE in Q3 2022 and has held it in 14 quarters since. The position peaked at $46.7K in Q1 2024. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

Global Retirement Partners held 41 shares of Invesco S&P SmallCap Energy ETF worth $2.25K as of Q2 2026.
Invesco S&P SmallCap Energy ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3974 holding.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2022 and has held it in 14 quarters since.
Global Retirement Partners's Invesco S&P SmallCap Energy ETF position peaked at $46.7K in Q1 2024.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.