Insight Wealth Strategies’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Insight Wealth Strategies’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
2023 Q4	–	Sell	-3,577	Closed	-$204K	–	155
2023 Q3	$204K	Buy	+3,577	New	+$196K	0.04%	138

Other funds holding PSCE

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

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

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

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

OPOWM

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Insight Wealth Strategies's PSCE Position: Q4 2023 in Review

Insight Wealth Strategies sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q4 2023, closing a stake of 3,577 shares — an estimated $204K sold.

Insight Wealth Strategies first reported a position in PSCE in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 47 funds tracked by Wall St. Rank hold PSCE as of Q4 2023.

Insight Wealth Strategies reported no remaining Invesco S&P SmallCap Energy ETF position as of Q4 2023 after selling out during the quarter.
Insight Wealth Strategies sold 3,577 Invesco S&P SmallCap Energy ETF shares in Q4 2023, an estimated $204K.
Insight Wealth Strategies first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2023 and held it in 1 quarter.
Insight Wealth Strategies's Invesco S&P SmallCap Energy ETF position peaked at $204K in Q3 2023.
47 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q4 2023.

Based on Insight Wealth Strategies's 13F filing for Q4 2023, filed 12 Jan 2024.