GI
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Gradient Investments’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Gradient Investments’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-174
Closed -$20.9K – 1027
2024
Q2 		$20.9K Hold
174
– – ﹤0.01% 635
2024
Q1 		$22.1K Hold
174
– – ﹤0.01% 527
2023
Q4 		$20.2K Hold
174
– – ﹤0.01% 701
2023
Q3 		$17.3K Hold
174
– – ﹤0.01% 700
2023
Q2 		$18.1K Buy
+174
New +$16.6K ﹤0.01% 709

Other funds holding PSCI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Gradient Investments's PSCI Position: Q3 2024 in Review

Gradient Investments sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q3 2024, closing a stake of 174 shares — an estimated $20.9K sold.

Gradient Investments first reported a position in PSCI in Q2 2023 and held it in 5 quarters. The position peaked at $22.1K in Q1 2024. 57 funds tracked by Wall St. Rank hold PSCI as of Q3 2024.

  • Gradient Investments reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 174 Invesco S&P SmallCap Industrials ETF shares in Q3 2024, an estimated $20.9K.
  • Gradient Investments first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2023 and held it in 5 quarters.
  • Gradient Investments's Invesco S&P SmallCap Industrials ETF position peaked at $22.1K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.