Kestra Advisory Services’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Kestra Advisory Services’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
2026 Q1	$986K	Buy	16,178 +159	+1%	+$8.47K	﹤0.01%	1743
2025 Q4	$688K	Sell	16,019 -2,093	-12%	-$90.3K	﹤0.01%	1924
2025 Q3	$772K	Sell	18,112 -5,294	-23%	-$216K	﹤0.01%	1765
2025 Q2	$910K	Sell	23,406 -1,648	-7%	-$61.5K	﹤0.01%	1540
2025 Q1	$1.05M	Sell	25,054 -906	-3%	-$41.5K	0.01%	1371
2024 Q4	$1.26M	Sell	25,960 -3,796	-13%	-$191K	0.01%	1261
2024 Q3	$1.46M	Sell	29,756 -469	-2%	-$24.2K	0.01%	1122
2024 Q2	$1.59M	Buy	30,225 +18	+0.1%	+$979	0.01%	1080
2024 Q1	$1.68M	Buy	30,207 +802	+3%	+$41.2K	0.01%	960
2023 Q4	$1.53M	Buy	29,405 +2,625	+10%	+$139K	0.01%	929
2023 Q3	$1.53M	Sell	26,780 -344	-1%	-$18.8K	0.02%	796
2023 Q2	$1.29M	Buy	27,124 +508	+2%	+$23.1K	0.01%	861
2023 Q1	$1.23M	Buy	26,616 +304	+1%	+$15.2K	0.01%	845
2022 Q4	$1.34M	Buy	26,312 +493	+2%	+$25.5K	0.01%	918
2022 Q3	$1.1M	Sell	25,819 -857	-3%	-$39.5K	0.01%	930
2022 Q2	$1.16M	Buy	26,676 +8,381	+46%	+$431K	0.01%	904
2022 Q1	$917K	Sell	18,295 -151	-0.8%	-$6.43K	0.01%	1008
2021 Q4	$644K	Sell	18,446 -5,025	-21%	-$195K	0.01%	1181
2021 Q3	$894K	Buy	23,471 +8,171	+53%	+$279K	0.01%	1074
2021 Q2	$614K	Buy	+15,300	New	+$537K	0.01%	1178
2021 Q1	–	Sell	-9,808	Closed	-$218K	–	2008
2020 Q4	$218K	Buy	+9,808	New	+$184K	﹤0.01%	1660

Other funds holding PSCE

GJL

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OPOWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HCA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kestra Advisory Services's PSCE Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco S&P SmallCap Energy ETF (PSCE) stake by 0.99% in Q1 2026, buying an estimated $8.47K and bringing the position to 16,178 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Kestra Advisory Services first reported a position in PSCE in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.68M in Q1 2024. 48 funds tracked by Wall St. Rank hold PSCE as of Q1 2026.

Kestra Advisory Services held 16,178 shares of Invesco S&P SmallCap Energy ETF worth $986K as of Q1 2026.
Kestra Advisory Services bought 159 Invesco S&P SmallCap Energy ETF shares in Q1 2026, an estimated $8.47K.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1743 holding.
Kestra Advisory Services first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2020 and has held it in 21 quarters since.
Kestra Advisory Services's Invesco S&P SmallCap Energy ETF position peaked at $1.68M in Q1 2024.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.