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

IFP 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
2023 Q1	–	Sell	-493	Closed	-$29K	–	4190
2022 Q4	$29K	Hold	493	–	–	﹤0.01%	2629
2022 Q3	$29K	Hold	493	–	–	﹤0.01%	2800
2022 Q2	$29K	Hold	493	–	–	﹤0.01%	2555
2022 Q1	$29K	Buy	+493	New	+$29.2K	﹤0.01%	2554
2019 Q4	–	Sell	-61	Closed	-$3.4K	–	3058
2019 Q3	$3K	Buy	+61	New	+$3.27K	﹤0.01%	2566
2019 Q1	$15K	Sell	293 -1,021	-78%	-$53.8K	﹤0.01%	1450
2018 Q4	$63K	Hold	1,314	–	–	﹤0.01%	1473
2018 Q3	$75K	Sell	1,314 -878	-40%	-$51.7K	﹤0.01%	1664
2018 Q2	$125K	Buy	+2,192	New	+$123K	0.01%	1356
2016 Q2	–	Sell	-293	Closed	-$15K	–	4014
2016 Q1	$15K	Buy	+293	New	+$11.2K	﹤0.01%	1449

Other funds holding PSCF

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

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

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

TRCT

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

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

IFP Advisors's PSCF Position: Q1 2023 in Review

IFP Advisors sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q1 2023, closing a stake of 493 shares — an estimated $29K sold.

IFP Advisors first reported a position in PSCF in Q1 2016 and held it in 10 quarters. The position peaked at $125K in Q2 2018. 28 funds tracked by Wall St. Rank hold PSCF as of Q1 2023.

IFP Advisors reported no remaining Invesco S&P SmallCap Financials ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 493 Invesco S&P SmallCap Financials ETF shares in Q1 2023, an estimated $29K.
IFP Advisors first reported a position in Invesco S&P SmallCap Financials ETF in Q1 2016 and held it in 10 quarters.
IFP Advisors's Invesco S&P SmallCap Financials ETF position peaked at $125K in Q2 2018.
28 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.