Koshinski Asset Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Koshinski Asset 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
2023 Q2	–	Sell	-2,047	Closed	-$94.9K	–	653
2023 Q1	$94.9K	Hold	2,047	–	–	0.01%	545
2022 Q4	$104K	Buy	+2,047	New	+$106K	0.01%	594
2022 Q3	–	Sell	-2,011	Closed	-$87K	–	610
2022 Q2	$87K	Buy	2,011 +2	+0.1%	+$103	0.01%	586
2022 Q1	$101K	Buy	2,009 +4	+0.2%	+$170	0.01%	824
2021 Q4	$70K	Sell	2,005 -885	-31%	-$34.3K	0.01%	988
2021 Q3	$110K	Buy	2,890 +697	+32%	+$23.8K	0.01%	806
2021 Q2	$88K	Sell	2,193 -1,839	-46%	-$64.6K	0.01%	542
2021 Q1	$127K	Buy	+4,032	New	+$121K	0.01%	578

Other funds holding PSCE

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

GJL

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

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

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

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

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

OPOWM

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

RJA

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

MSAM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Koshinski Asset Management's PSCE Position: Q2 2023 in Review

Koshinski Asset Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2023, closing a stake of 2,047 shares — an estimated $94.9K sold.

Koshinski Asset Management first reported a position in PSCE in Q1 2021 and held it in 8 quarters. The position peaked at $127K in Q1 2021. 40 funds tracked by Wall St. Rank hold PSCE as of Q2 2023.

Koshinski Asset Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2023 after selling out during the quarter.
Koshinski Asset Management sold 2,047 Invesco S&P SmallCap Energy ETF shares in Q2 2023, an estimated $94.9K.
Koshinski Asset Management first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2021 and held it in 8 quarters.
Koshinski Asset Management's Invesco S&P SmallCap Energy ETF position peaked at $127K in Q1 2021.
40 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.