NewEdge Advisors’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

NewEdge Advisors’s Portfolio PSCD Stock Details PSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,237	Closed	-$497K	–	1204
2021 Q2	$497K	Buy	4,237 +2,155	+104%	+$250K	0.01%	738
2021 Q1	$233K	Sell	2,082 -1,190	-36%	-$122K	0.01%	896
2020 Q4	$267K	Buy	+3,272	New	+$243K	0.01%	797

Other funds holding PSCD

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NewEdge Advisors's PSCD Position: Q3 2021 in Review

NewEdge Advisors sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q3 2021, closing a stake of 4,237 shares — an estimated $497K sold.

NewEdge Advisors first reported a position in PSCD in Q4 2020 and held it in 3 quarters. The position peaked at $497K in Q2 2021. 32 funds tracked by Wall St. Rank hold PSCD as of Q3 2021.

NewEdge Advisors reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
NewEdge Advisors sold 4,237 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q3 2021, an estimated $497K.
NewEdge Advisors first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q4 2020 and held it in 3 quarters.
NewEdge Advisors's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $497K in Q2 2021.
32 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q3 2021.

Based on NewEdge Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.