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Newbridge Financial Services Group’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Newbridge Financial Services Group’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,720
Closed -$135K – 1381
2023
Q2 		$135K Buy
+3,720
New +$136K 0.07% 257

Other funds holding PSCC

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Newbridge Financial Services Group's PSCC Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q3 2023, closing a stake of 3,720 shares — an estimated $135K sold.

Newbridge Financial Services Group first reported a position in PSCC in Q2 2023 and held it in 1 quarter. The position peaked at $135K in Q2 2023. 41 funds tracked by Wall St. Rank hold PSCC as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3,720 Invesco S&P SmallCap Consumer Staples ETF shares in Q3 2023, an estimated $135K.
  • Newbridge Financial Services Group first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q2 2023 and held it in 1 quarter.
  • Newbridge Financial Services Group's Invesco S&P SmallCap Consumer Staples ETF position peaked at $135K in Q2 2023.
  • 41 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.