Kessler Investment Group’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Kessler Investment Group’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
2025 Q3	–	Sell	-1,900	Closed	-$73.9K	–	170
2025 Q2	$73.9K	Buy	1,900 +227	+14%	+$8.47K	0.03%	102
2025 Q1	$70.1K	Buy	1,673 +978	+141%	+$44.8K	0.03%	102
2024 Q4	$33.7K	Sell	695 -343	-33%	-$17.2K	0.02%	105
2024 Q3	$51K	Buy	1,038 +699	+206%	+$36K	0.03%	101
2024 Q2	$17.9K	Buy	339 +135	+66%	+$7.34K	0.01%	111
2024 Q1	$11.4K	Buy	204 +115	+129%	+$5.91K	0.01%	125
2023 Q4	$4.65K	Sell	89 -157	-64%	-$8.34K	﹤0.01%	137
2023 Q3	$14K	Buy	+246	New	+$13.5K	0.01%	103
2023 Q2	–	Sell	-168	Closed	-$7.81K	–	185
2023 Q1	$7.81K	Sell	168 -113	-40%	-$5.67K	0.01%	135
2022 Q4	$14K	Buy	281 +100	+55%	+$5.17K	0.01%	107
2022 Q3	$8K	Buy	181 +37	+26%	+$1.71K	0.01%	139
2022 Q2	$6K	Sell	144 -10	-6%	-$514	0.01%	135
2022 Q1	$8K	Buy	+154	New	+$6.56K	﹤0.01%	139

Other funds holding PSCE

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

OPOWM

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

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

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Kessler Investment Group's PSCE Position: Q3 2025 in Review

Kessler Investment Group sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2025, closing a stake of 1,900 shares — an estimated $73.9K sold.

Kessler Investment Group first reported a position in PSCE in Q1 2022 and held it in 13 quarters. The position peaked at $73.9K in Q2 2025. 35 funds tracked by Wall St. Rank hold PSCE as of Q3 2025.

Kessler Investment Group reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 1,900 Invesco S&P SmallCap Energy ETF shares in Q3 2025, an estimated $73.9K.
Kessler Investment Group first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2022 and held it in 13 quarters.
Kessler Investment Group's Invesco S&P SmallCap Energy ETF position peaked at $73.9K in Q2 2025.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.