Janney Montgomery Scott’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Janney Montgomery Scott’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	-13,022	Closed	-$743K	–	2731
2023 Q3	$743K	Buy	+13,022	New	+$713K	﹤0.01%	1514
2017 Q1	–	Sell	-3,925	Closed	-$413K	–	1786
2016 Q4	$413K	Buy	+3,925	New	+$376K	0.01%	1165

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

Janney Montgomery Scott's PSCE Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q4 2023, closing a stake of 13,022 shares — an estimated $743K sold.

Janney Montgomery Scott first reported a position in PSCE in Q4 2016 and held it in 2 quarters. The position peaked at $743K in Q3 2023. 47 funds tracked by Wall St. Rank hold PSCE as of Q4 2023.

Janney Montgomery Scott reported no remaining Invesco S&P SmallCap Energy ETF position as of Q4 2023 after selling out during the quarter.
Janney Montgomery Scott sold 13,022 Invesco S&P SmallCap Energy ETF shares in Q4 2023, an estimated $743K.
Janney Montgomery Scott first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2016 and held it in 2 quarters.
Janney Montgomery Scott's Invesco S&P SmallCap Energy ETF position peaked at $743K in Q3 2023.
47 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.