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My Personal CFO LLC’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

My Personal CFO LLC’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
-200
Closed -$10.8K – 633
2022
Q4 		$10.8K Buy
+200
New +$10.9K 0.01% 253

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

My Personal CFO LLC's PSCU Position: Q1 2023 in Review

My Personal CFO LLC sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q1 2023, closing a stake of 200 shares — an estimated $10.8K sold.

My Personal CFO LLC first reported a position in PSCU in Q4 2022 and held it in 1 quarter. The position peaked at $10.8K in Q4 2022. 17 funds tracked by Wall St. Rank hold PSCU as of Q1 2023.

  • My Personal CFO LLC reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 200 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q1 2023, an estimated $10.8K.
  • My Personal CFO LLC first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $10.8K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.