Hohimer Wealth Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Hohimer Wealth Management’s Portfolio PSCE Stock Details PSCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,518	Closed	-$409K	–	413
2025 Q4	$409K	Buy	+9,518	New	+$411K	0.06%	200

Other funds holding PSCE

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Hohimer Wealth Management's PSCE Position: Q1 2026 in Review

Hohimer Wealth Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2026, closing a stake of 9,518 shares — an estimated $409K sold.

Hohimer Wealth Management first reported a position in PSCE in Q4 2025 and held it in 1 quarter. The position peaked at $409K in Q4 2025. 49 funds tracked by Wall St. Rank hold PSCE as of Q1 2026.

Hohimer Wealth Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q1 2026 after selling out during the quarter.
Hohimer Wealth Management sold 9,518 Invesco S&P SmallCap Energy ETF shares in Q1 2026, an estimated $409K.
Hohimer Wealth Management first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2025 and held it in 1 quarter.
Hohimer Wealth Management's Invesco S&P SmallCap Energy ETF position peaked at $409K in Q4 2025.
49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.