Harel Insurance Investments & Financial Services’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Harel Insurance Investments & Financial Services’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
2021 Q4	–	Sell	-2,000	Closed	-$182K	–	804
2021 Q3	$182K	Hold	2,000	–	–	﹤0.01%	381
2021 Q2	$606K	Buy	+2,000	New	+$189K	0.01%	415

Other funds holding PSCI

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PSCI Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q4 2021, closing a stake of 2,000 shares — an estimated $182K sold.

Harel Insurance Investments & Financial Services first reported a position in PSCI in Q2 2021 and held it in 2 quarters. The position peaked at $606K in Q2 2021. 28 funds tracked by Wall St. Rank hold PSCI as of Q4 2021.

Harel Insurance Investments & Financial Services reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q4 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 2,000 Invesco S&P SmallCap Industrials ETF shares in Q4 2021, an estimated $182K.
Harel Insurance Investments & Financial Services first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2021 and held it in 2 quarters.
Harel Insurance Investments & Financial Services's Invesco S&P SmallCap Industrials ETF position peaked at $606K in Q2 2021.
28 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q4 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.