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

Moloney Securities 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
2025 Q3	$1.02M	Sell	23,933 -241	-1%	-$9.81K	0.12%	185
2025 Q2	$939K	Sell	24,174 -494	-2%	-$18.4K	0.12%	193
2025 Q1	$1.03M	Sell	24,668 -522	-2%	-$23.9K	0.14%	171
2024 Q4	$1.22M	Buy	25,190 +65	+0.3%	+$3.27K	0.16%	152
2024 Q3	$1.23M	Buy	25,125 +64	+0.3%	+$3.3K	0.17%	145
2024 Q2	$1.32M	Sell	25,061 -842	-3%	-$45.8K	0.19%	126
2024 Q1	$1.44M	Hold	25,903	–	–	0.22%	114
2023 Q4	$1.35M	Hold	25,903	–	–	0.21%	116
2023 Q3	$1.48M	Sell	25,903 -1,235	-5%	-$67.6K	0.27%	89
2023 Q2	$1.29M	Buy	27,138 +141	+0.5%	+$6.4K	0.23%	116
2023 Q1	$1.25M	Sell	26,997 -860	-3%	-$43.1K	0.23%	117
2022 Q4	$1.42M	Sell	27,857 -43	-0.2%	-$2.22K	0.31%	90
2022 Q3	$1.19M	Hold	27,900	–	–	0.29%	92
2022 Q2	$1.21M	Sell	27,900 -2,600	-9%	-$134K	0.28%	98
2022 Q1	$1.53M	Buy	30,500 +200	+0.7%	+$8.52K	0.3%	93
2021 Q4	$1.06M	Sell	30,300 -40	-0.1%	-$1.55K	0.18%	137
2021 Q3	$1.16M	Buy	30,340 +20,140	+197%	+$687K	0.21%	127
2021 Q2	$410K	Buy	+10,200	New	+$358K	0.07%	263

Other funds holding PSCE

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

GJL

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

OPOWM

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

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

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

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

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

KAS

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Moloney Securities Asset Management's PSCE Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Invesco S&P SmallCap Energy ETF (PSCE) stake by 1% in Q3 2025, selling an estimated $9.81K and leaving 23,933 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #185.

Moloney Securities Asset Management first reported a position in PSCE in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.53M in Q1 2022. 35 funds tracked by Wall St. Rank hold PSCE as of Q3 2025.

Moloney Securities Asset Management held 23,933 shares of Invesco S&P SmallCap Energy ETF worth $1.02M as of Q3 2025.
Moloney Securities Asset Management sold 241 Invesco S&P SmallCap Energy ETF shares in Q3 2025, an estimated $9.81K.
Invesco S&P SmallCap Energy ETF made up 0.12% of Moloney Securities Asset Management's portfolio in Q3 2025, its #185 holding.
Moloney Securities Asset Management first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2021 and has held it in 18 quarters since.
Moloney Securities Asset Management's Invesco S&P SmallCap Energy ETF position peaked at $1.53M in Q1 2022.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.