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

Kingsview 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
2022 Q3	–	Sell	-2,484	Closed	-$108K	–	866
2022 Q2	$108K	Sell	2,484 -440	-15%	-$22.6K	0.01%	790
2022 Q1	$146K	Buy	+2,924	New	+$125K	0.01%	827
2021 Q3	–	Sell	-5,844	Closed	-$241K	–	986
2021 Q2	$241K	Buy	5,844 +3,390	+138%	+$119K	0.01%	775
2021 Q1	$82K	Buy	+2,454	New	+$73.9K	﹤0.01%	795

Other funds holding PSCE

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Kingsview Wealth Management's PSCE Position: Q3 2022 in Review

Kingsview Wealth Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2022, closing a stake of 2,484 shares — an estimated $108K sold.

Kingsview Wealth Management first reported a position in PSCE in Q1 2021 and held it in 4 quarters. The position peaked at $241K in Q2 2021. 59 funds tracked by Wall St. Rank hold PSCE as of Q3 2022.

Kingsview Wealth Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2022 after selling out during the quarter.
Kingsview Wealth Management sold 2,484 Invesco S&P SmallCap Energy ETF shares in Q3 2022, an estimated $108K.
Kingsview Wealth Management first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2021 and held it in 4 quarters.
Kingsview Wealth Management's Invesco S&P SmallCap Energy ETF position peaked at $241K in Q2 2021.
59 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.