GI
PSCF icon

Gradient Investments’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Gradient Investments’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
2018
Q4 		– Sell
-181
Closed -$10K – 1053
2018
Q3 		$10K Buy
+181
New +$10.7K ﹤0.01% 633

Other funds holding PSCF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gradient Investments's PSCF Position: Q4 2018 in Review

Gradient Investments sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q4 2018, closing a stake of 181 shares — an estimated $10K sold.

Gradient Investments first reported a position in PSCF in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 48 funds tracked by Wall St. Rank hold PSCF as of Q4 2018.

  • Gradient Investments reported no remaining Invesco S&P SmallCap Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Gradient Investments sold 181 Invesco S&P SmallCap Financials ETF shares in Q4 2018, an estimated $10K.
  • Gradient Investments first reported a position in Invesco S&P SmallCap Financials ETF in Q3 2018 and held it in 1 quarter.
  • Gradient Investments's Invesco S&P SmallCap Financials ETF position peaked at $10K in Q3 2018.
  • 48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.