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Heritage Wealth Advisors’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Heritage Wealth Advisors’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
2019
Q4 		– Sell
-1,025
Closed -$55K – 721
2019
Q3 		$55K Hold
1,025
– – 0.01% 267
2019
Q2 		$55.3K Hold
1,025
– – 0.01% 242
2019
Q1 		$53.6K Buy
+1,025
New +$54K 0.01% 219

Other funds holding PSCF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Wealth Advisors's PSCF Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q4 2019, closing a stake of 1,025 shares — an estimated $55K sold.

Heritage Wealth Advisors first reported a position in PSCF in Q1 2019 and held it in 3 quarters. The position peaked at $55.3K in Q2 2019. 35 funds tracked by Wall St. Rank hold PSCF as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining Invesco S&P SmallCap Financials ETF position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,025 Invesco S&P SmallCap Financials ETF shares in Q4 2019, an estimated $55K.
  • Heritage Wealth Advisors first reported a position in Invesco S&P SmallCap Financials ETF in Q1 2019 and held it in 3 quarters.
  • Heritage Wealth Advisors's Invesco S&P SmallCap Financials ETF position peaked at $55.3K in Q2 2019.
  • 35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.