Gradient Investments’s Invesco S&P SmallCap Materials ETF PSCM Stock Holding History

Gradient Investments’s Portfolio PSCM Stock Details PSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-100	Closed	-$6K	–	1623
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	922
2022 Q2	$6K	Buy	+100	New	+$6.47K	﹤0.01%	875

Other funds holding PSCM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

Gradient Investments's PSCM Position: Q4 2022 in Review

Gradient Investments sold out of Invesco S&P SmallCap Materials ETF (PSCM) in Q4 2022, closing a stake of 100 shares — an estimated $6K sold.

Gradient Investments first reported a position in PSCM in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 18 funds tracked by Wall St. Rank hold PSCM as of Q4 2022.

Gradient Investments reported no remaining Invesco S&P SmallCap Materials ETF position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 100 Invesco S&P SmallCap Materials ETF shares in Q4 2022, an estimated $6K.
Gradient Investments first reported a position in Invesco S&P SmallCap Materials ETF in Q2 2022 and held it in 2 quarters.
Gradient Investments's Invesco S&P SmallCap Materials ETF position peaked at $6K in Q3 2022.
18 funds tracked by Wall St. Rank held Invesco S&P SmallCap Materials ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.