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Money Concepts Capital’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Money Concepts Capital’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$5.39K – 2264
2022
Q4 		$5.39K Buy
+100
New +$5.47K ﹤0.01% 2312
2022
Q2 		– Sell
-100
Closed -$6K – 2325
2022
Q1 		$6K Buy
+100
New +$6.41K ﹤0.01% 2147

Other funds holding PSCU

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's PSCU Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q1 2023, closing a stake of 100 shares — an estimated $5.39K sold.

Money Concepts Capital first reported a position in PSCU in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 17 funds tracked by Wall St. Rank hold PSCU as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 100 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q1 2023, an estimated $5.39K.
  • Money Concepts Capital first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $6K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.