Jaffetilchin Investment Partners’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q2	–	Sell	-5,518	Closed	-$308K	–	374
2024 Q1	$308K	Buy	+5,518	New	+$283K	0.03%	282
2023 Q1	–	Sell	-6,478	Closed	-$330K	–	377
2022 Q4	$330K	Buy	+6,478	New	+$335K	0.04%	255

Other funds holding PSCE

MMH

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 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

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

IWM

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

OPOWM

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

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

KAS

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

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

Jaffetilchin Investment Partners's PSCE Position: Q2 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2024, closing a stake of 5,518 shares — an estimated $308K sold.

Jaffetilchin Investment Partners first reported a position in PSCE in Q4 2022 and held it in 2 quarters. The position peaked at $330K in Q4 2022. 45 funds tracked by Wall St. Rank hold PSCE as of Q2 2024.

Jaffetilchin Investment Partners reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 5,518 Invesco S&P SmallCap Energy ETF shares in Q2 2024, an estimated $308K.
Jaffetilchin Investment Partners first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2022 and held it in 2 quarters.
Jaffetilchin Investment Partners's Invesco S&P SmallCap Energy ETF position peaked at $330K in Q4 2022.
45 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2024, filed 30 Jul 2024.