Larson Financial Group’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Larson Financial 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
2024 Q4	–	Sell	-902	Closed	-$44.3K	–	2873
2024 Q3	$44.3K	Hold	902	–	–	﹤0.01%	945
2024 Q2	$47.4K	Hold	902	–	–	﹤0.01%	826
2024 Q1	$50.3K	Hold	902	–	–	﹤0.01%	689
2023 Q4	$46.9K	Buy	+902	New	+$47.9K	﹤0.01%	667

Other funds holding PSCE

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

GJL

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

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

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

OPOWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

KAS

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

Larson Financial Group's PSCE Position: Q4 2024 in Review

Larson Financial Group sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q4 2024, closing a stake of 902 shares — an estimated $44.3K sold.

Larson Financial Group first reported a position in PSCE in Q4 2023 and held it in 4 quarters. The position peaked at $50.3K in Q1 2024. 46 funds tracked by Wall St. Rank hold PSCE as of Q4 2024.

Larson Financial Group reported no remaining Invesco S&P SmallCap Energy ETF position as of Q4 2024 after selling out during the quarter.
Larson Financial Group sold 902 Invesco S&P SmallCap Energy ETF shares in Q4 2024, an estimated $44.3K.
Larson Financial Group first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2023 and held it in 4 quarters.
Larson Financial Group's Invesco S&P SmallCap Energy ETF position peaked at $50.3K in Q1 2024.
46 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.