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Kiker Wealth Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Kiker Wealth Management’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
-422
Closed -$16.4K – 547
2025
Q2 		$16.4K Buy
+422
New +$15.8K 0.01% 309

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Kiker Wealth Management's PSCE Position: Q3 2025 in Review

Kiker Wealth Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2025, closing a stake of 422 shares — an estimated $16.4K sold.

Kiker Wealth Management first reported a position in PSCE in Q2 2025 and held it in 1 quarter. The position peaked at $16.4K in Q2 2025. 35 funds tracked by Wall St. Rank hold PSCE as of Q3 2025.

  • Kiker Wealth Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 422 Invesco S&P SmallCap Energy ETF shares in Q3 2025, an estimated $16.4K.
  • Kiker Wealth Management first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2025 and held it in 1 quarter.
  • Kiker Wealth Management's Invesco S&P SmallCap Energy ETF position peaked at $16.4K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.