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Karp Capital Management’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Karp Capital Management’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,592
Closed -$556K – 305
2018
Q4 		$556K Sell
11,592
-19,648
-63% -$1.05M 0.27% 74
2018
Q3 		$1.79M Buy
+31,240
New +$1.84M 0.62% 62

Other funds holding PSCF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Karp Capital Management's PSCF Position: Q1 2019 in Review

Karp Capital Management sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q1 2019, closing a stake of 11,592 shares — an estimated $556K sold.

Karp Capital Management first reported a position in PSCF in Q3 2018 and held it in 2 quarters. The position peaked at $1.79M in Q3 2018. 51 funds tracked by Wall St. Rank hold PSCF as of Q1 2019.

  • Karp Capital Management reported no remaining Invesco S&P SmallCap Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 11,592 Invesco S&P SmallCap Financials ETF shares in Q1 2019, an estimated $556K.
  • Karp Capital Management first reported a position in Invesco S&P SmallCap Financials ETF in Q3 2018 and held it in 2 quarters.
  • Karp Capital Management's Invesco S&P SmallCap Financials ETF position peaked at $1.79M in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.