JIR
PSCI icon

James Investment Research’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

James Investment Research’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$9K – 524
2021
Q2 		$9K Hold
100
– – ﹤0.01% 451
2021
Q1 		$9K Buy
+100
New +$8.91K ﹤0.01% 439

Other funds holding PSCI

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

James Investment Research's PSCI Position: Q3 2021 in Review

James Investment Research sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q3 2021, closing a stake of 100 shares — an estimated $9K sold.

James Investment Research first reported a position in PSCI in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 25 funds tracked by Wall St. Rank hold PSCI as of Q3 2021.

  • James Investment Research reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q3 2021 after selling out during the quarter.
  • James Investment Research sold 100 Invesco S&P SmallCap Industrials ETF shares in Q3 2021, an estimated $9K.
  • James Investment Research first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2021 and held it in 2 quarters.
  • James Investment Research's Invesco S&P SmallCap Industrials ETF position peaked at $9K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q3 2021.

Based on James Investment Research's 13F filing for Q3 2021, filed 22 Oct 2021.