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Great Valley Advisor Group’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Great Valley Advisor Group’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
2022
Q2 		– Sell
-74,907
Closed -$2.52M – 712
2022
Q1 		$2.52M Buy
74,907
+15,915
+27% +$540K 0.15% 172
2021
Q4 		$2.18M Buy
+58,992
New +$2.07M 0.13% 176

Other funds holding PSCC

PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Great Valley Advisor Group's PSCC Position: Q2 2022 in Review

Great Valley Advisor Group sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q2 2022, closing a stake of 74,907 shares — an estimated $2.52M sold.

Great Valley Advisor Group first reported a position in PSCC in Q4 2021 and held it in 2 quarters. The position peaked at $2.52M in Q1 2022. 30 funds tracked by Wall St. Rank hold PSCC as of Q2 2022.

  • Great Valley Advisor Group reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 74,907 Invesco S&P SmallCap Consumer Staples ETF shares in Q2 2022, an estimated $2.52M.
  • Great Valley Advisor Group first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q4 2021 and held it in 2 quarters.
  • Great Valley Advisor Group's Invesco S&P SmallCap Consumer Staples ETF position peaked at $2.52M in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2022.

Based on Great Valley Advisor Group's 13F filing for Q2 2022, filed 19 Jul 2022.