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

IHT 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
Q2 		– Sell
-7,555
Closed -$461K – 1332
2026
Q1 		$461K Buy
7,555
+667
+10% +$35.5K 0.01% 854
2025
Q4 		$296K Sell
6,888
-4,215
-38% -$182K 0.01% 966
2025
Q3 		$473K Buy
+11,103
New +$452K 0.01% 760
2025
Q1 		– Sell
-27,745
Closed -$1.34M – 1134
2024
Q4 		$1.34M Sell
27,745
-8,239
-23% -$414K 0.04% 358
2024
Q3 		$1.77M Sell
35,984
-156
-0.4% -$8.04K 0.05% 350
2024
Q2 		$1.9M Sell
36,140
-645
-2% -$35.1K 0.07% 264
2024
Q1 		$2.05M Buy
36,785
+4,818
+15% +$248K 0.08% 246
2023
Q4 		$1.66M Buy
31,967
+16,562
+108% +$879K 0.07% 257
2023
Q3 		$879K Buy
15,405
+404
+3% +$22.1K 0.04% 381
2023
Q2 		$711K Buy
15,001
+2,864
+24% +$130K 0.04% 430
2023
Q1 		$563K Buy
12,137
+72
+0.6% +$3.61K 0.03% 464
2022
Q4 		$614K Sell
12,065
-917
-7% -$47.4K 0.04% 431
2022
Q3 		$553K Buy
12,982
+3,703
+40% +$171K 0.04% 429
2022
Q2 		$404K Buy
9,279
+69
+0.7% +$3.55K 0.04% 444
2022
Q1 		$461K Buy
9,210
+1,060
+13% +$45.2K 0.03% 435
2021
Q4 		$285K Buy
8,150
+997
+14% +$38.6K 0.02% 633
2021
Q3 		$273K Buy
+7,153
New +$244K 0.02% 628

Other funds holding PSCE

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IHT Wealth Management's PSCE Position: Q2 2026 in Review

IHT Wealth Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2026, closing a stake of 7,555 shares — an estimated $461K sold.

IHT Wealth Management first reported a position in PSCE in Q3 2021 and held it in 17 quarters. The position peaked at $2.05M in Q1 2024. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

  • IHT Wealth Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 7,555 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $461K.
  • IHT Wealth Management first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2021 and held it in 17 quarters.
  • IHT Wealth Management's Invesco S&P SmallCap Energy ETF position peaked at $2.05M in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.