Liberty Wealth Management’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Liberty Wealth Management’s Portfolio PSCF Stock Details PSCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-348	Closed	-$17K	–	1156
2021 Q1	$17K	Hold	348	–	–	0.01%	490
2020 Q4	$17K	Sell	348 -1	-0.3%	-$44	0.01%	486
2020 Q3	$13K	Buy	349 +5	+1%	+$196	0.01%	479
2020 Q2	$14K	Buy	344 +4	+1%	+$149	0.01%	441
2020 Q1	$12K	Buy	340 +7	+2%	+$351	0.01%	439
2019 Q4	$19K	Buy	333 +7	+2%	+$390	0.02%	421
2019 Q3	$18K	Buy	326 +2	+0.6%	+$107	0.02%	412
2019 Q2	$18K	Buy	324 +3	+0.9%	+$161	0.02%	432
2019 Q1	$16K	Sell	321 -175	-35%	-$9.22K	0.01%	376
2018 Q4	$23K	Buy	+496	New	+$26.5K	0.02%	304

Other funds holding PSCF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

RJA

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

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

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

Liberty Wealth Management's PSCF Position: Q2 2021 in Review

Liberty Wealth Management sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q2 2021, closing a stake of 348 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in PSCF in Q4 2018 and held it in 10 quarters. The position peaked at $23K in Q4 2018. 32 funds tracked by Wall St. Rank hold PSCF as of Q2 2021.

Liberty Wealth Management reported no remaining Invesco S&P SmallCap Financials ETF position as of Q2 2021 after selling out during the quarter.
Liberty Wealth Management sold 348 Invesco S&P SmallCap Financials ETF shares in Q2 2021, an estimated $17K.
Liberty Wealth Management first reported a position in Invesco S&P SmallCap Financials ETF in Q4 2018 and held it in 10 quarters.
Liberty Wealth Management's Invesco S&P SmallCap Financials ETF position peaked at $23K in Q4 2018.
32 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.