GRP
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Global Retirement Partners’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Global Retirement Partners’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-237
Closed -$11.3K – 3612
2024
Q2 		$11.3K Buy
237
+157
+196% +$7.37K ﹤0.01% 2261
2024
Q1 		$3.87K Hold
80
– – ﹤0.01% 2500
2023
Q4 		$3.75K Hold
80
– – ﹤0.01% 2439
2023
Q3 		$3.21K Hold
80
– – ﹤0.01% 2347
2023
Q2 		$3.36K Hold
80
– – ﹤0.01% 2353
2023
Q1 		$3.19K Hold
80
– – ﹤0.01% 2329
2022
Q4 		$3.85K Hold
80
– – ﹤0.01% 2115
2022
Q3 		$4K Hold
80
– – ﹤0.01% 2024
2022
Q2 		$4K Hold
80
– – ﹤0.01% 1988
2022
Q1 		$4K Hold
80
– – ﹤0.01% 1985
2021
Q4 		$5K Hold
80
– – ﹤0.01% 192
2021
Q3 		$5K Hold
80
– – ﹤0.01% 1631
2021
Q2 		$5K Sell
80
-80
-50% -$4.67K ﹤0.01% 1579
2021
Q1 		$9K Sell
160
-163
-50% -$8.85K ﹤0.01% 1326
2020
Q4 		$16K Hold
323
– – ﹤0.01% 1116
2020
Q3 		$12K Hold
323
– – ﹤0.01% 1096
2020
Q2 		$13K Buy
323
+1
+0.3% +$37 ﹤0.01% 1041
2020
Q1 		$12K Buy
322
+2
+0.6% +$100 ﹤0.01% 983
2019
Q4 		$18K Buy
320
+2
+0.6% +$112 ﹤0.01% 978
2019
Q3 		$17K Sell
318
-1,273
-80% -$68.3K ﹤0.01% 966
2019
Q2 		$86K Sell
1,591
-985
-38% -$52.9K 0.02% 488
2019
Q1 		$135K Sell
2,576
-133
-5% -$7.01K 0.03% 357
2018
Q4 		$130K Sell
2,709
-55
-2% -$2.93K 0.03% 346
2018
Q3 		$158K Buy
2,764
+1,522
+123% +$89.6K 0.04% 333
2018
Q2 		$71K Buy
+1,242
New +$69.6K 0.02% 453

Other funds holding PSCF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's PSCF Position: Q3 2024 in Review

Global Retirement Partners sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q3 2024, closing a stake of 237 shares — an estimated $11.3K sold.

Global Retirement Partners first reported a position in PSCF in Q2 2018 and held it in 25 quarters. The position peaked at $158K in Q3 2018. 25 funds tracked by Wall St. Rank hold PSCF as of Q3 2024.

  • Global Retirement Partners reported no remaining Invesco S&P SmallCap Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 237 Invesco S&P SmallCap Financials ETF shares in Q3 2024, an estimated $11.3K.
  • Global Retirement Partners first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2018 and held it in 25 quarters.
  • Global Retirement Partners's Invesco S&P SmallCap Financials ETF position peaked at $158K in Q3 2018.
  • 25 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.