NewEdge Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

NewEdge Advisors’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
2026 Q2	$664	Buy	+12	New	+$719	﹤0.01%	4034
2025 Q2	–	Sell	-203	Closed	-$8.5K	–	4127
2025 Q1	$8.5K	Buy	203 +1	+0.5%	+$46	﹤0.01%	3155
2024 Q4	$9.79K	Hold	202	–	–	﹤0.01%	3039
2024 Q3	$9.9K	Buy	202 +1	+0.5%	+$52	﹤0.01%	2944
2024 Q2	$10.6K	Hold	201	–	–	﹤0.01%	2847
2024 Q1	$11.2K	Hold	201	–	–	﹤0.01%	2834
2023 Q4	$10.4K	Buy	+201	New	+$10.7K	﹤0.01%	2827
2021 Q2	–	Sell	-11,506	Closed	-$363K	–	1187
2021 Q1	$363K	Buy	+11,506	New	+$347K	0.01%	749

Other funds holding PSCE

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OPOWM

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NewEdge Advisors's PSCE Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2026: 12 shares worth $664. The stake represents ﹤0.01% of the portfolio and ranks #4034 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in PSCE as recently as Q1 2025.

NewEdge Advisors first reported a position in PSCE in Q1 2021 and has held it in 8 quarters since. The position peaked at $363K in Q1 2021. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

NewEdge Advisors held 12 shares of Invesco S&P SmallCap Energy ETF worth $664 as of Q2 2026.
Invesco S&P SmallCap Energy ETF was a new NewEdge Advisors position in Q2 2026.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4034 holding.
NewEdge Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2021 and has held it in 8 quarters since.
NewEdge Advisors's Invesco S&P SmallCap Energy ETF position peaked at $363K in Q1 2021.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.