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

HighTower 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 Q2	–	Sell	-4,107	Closed	-$213K	–	2482
2019 Q1	$213K	Sell	4,107 -450	-10%	-$23.7K	﹤0.01%	1921
2018 Q4	$219K	Sell	4,557 -701	-13%	-$37.4K	﹤0.01%	1785
2018 Q3	$299K	Sell	5,258 -262	-5%	-$15.4K	﹤0.01%	1724
2018 Q2	$314K	Buy	+5,520	New	+$309K	﹤0.01%	1663

Other funds holding PSCF

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

HighTower Advisors's PSCF Position: Q2 2019 in Review

HighTower Advisors sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q2 2019, closing a stake of 4,107 shares — an estimated $213K sold.

HighTower Advisors first reported a position in PSCF in Q2 2018 and held it in 4 quarters. The position peaked at $314K in Q2 2018. 42 funds tracked by Wall St. Rank hold PSCF as of Q2 2019.

HighTower Advisors reported no remaining Invesco S&P SmallCap Financials ETF position as of Q2 2019 after selling out during the quarter.
HighTower Advisors sold 4,107 Invesco S&P SmallCap Financials ETF shares in Q2 2019, an estimated $213K.
HighTower Advisors first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2018 and held it in 4 quarters.
HighTower Advisors's Invesco S&P SmallCap Financials ETF position peaked at $314K in Q2 2018.
42 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2019.

Based on HighTower Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.