GSEP
PSCC icon

Golden State Equity Partners’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Golden State Equity Partners’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-171
Closed -$6.45K – 753
2024
Q3 		$6.45K Buy
+171
New +$6.29K ﹤0.01% 621

Other funds holding PSCC

PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Golden State Equity Partners's PSCC Position: Q4 2024 in Review

Golden State Equity Partners sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q4 2024, closing a stake of 171 shares — an estimated $6.45K sold.

Golden State Equity Partners first reported a position in PSCC in Q3 2024 and held it in 1 quarter. The position peaked at $6.45K in Q3 2024. 39 funds tracked by Wall St. Rank hold PSCC as of Q4 2024.

  • Golden State Equity Partners reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 171 Invesco S&P SmallCap Consumer Staples ETF shares in Q4 2024, an estimated $6.45K.
  • Golden State Equity Partners first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Invesco S&P SmallCap Consumer Staples ETF position peaked at $6.45K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.