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

Lyons 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
2019 Q1	–	Sell	-5,682	Closed	-$273K	–	30
2018 Q4	$273K	Hold	5,682	–	–	0.89%	34
2018 Q3	$325K	Hold	5,682	–	–	0.64%	37
2018 Q2	$325K	Buy	+5,682	New	+$318K	0.47%	34

Other funds holding PSCF

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Innealta Capital Austin, Texas $161M AUM 23.8% 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

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

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

Lyons Wealth Management's PSCF Position: Q1 2019 in Review

Lyons Wealth Management sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q1 2019, closing a stake of 5,682 shares — an estimated $273K sold.

Lyons Wealth Management first reported a position in PSCF in Q2 2018 and held it in 3 quarters. The position peaked at $325K in Q3 2018. 51 funds tracked by Wall St. Rank hold PSCF as of Q1 2019.

Lyons Wealth Management reported no remaining Invesco S&P SmallCap Financials ETF position as of Q1 2019 after selling out during the quarter.
Lyons Wealth Management sold 5,682 Invesco S&P SmallCap Financials ETF shares in Q1 2019, an estimated $273K.
Lyons Wealth Management first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2018 and held it in 3 quarters.
Lyons Wealth Management's Invesco S&P SmallCap Financials ETF position peaked at $325K in Q3 2018.
51 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.