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Institutional & Family Asset Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-240
Closed -$8K – 996
2021
Q1 		$8K Buy
+240
New +$7.23K ﹤0.01% 609

Other funds holding PSCE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Institutional & Family Asset Management's PSCE Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2021, closing a stake of 240 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in PSCE in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 58 funds tracked by Wall St. Rank hold PSCE as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 240 Invesco S&P SmallCap Energy ETF shares in Q2 2021, an estimated $8K.
  • Institutional & Family Asset Management first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Invesco S&P SmallCap Energy ETF position peaked at $8K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.