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
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

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

OPOWM

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

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

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

NewEdge Advisors's PSCE Position: Q2 2025 in Review

NewEdge Advisors sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2025, closing a stake of 203 shares — an estimated $8.5K sold.

NewEdge Advisors first reported a position in PSCE in Q1 2021 and held it in 7 quarters. The position peaked at $363K in Q1 2021. 37 funds tracked by Wall St. Rank hold PSCE as of Q2 2025.

NewEdge Advisors reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 203 Invesco S&P SmallCap Energy ETF shares in Q2 2025, an estimated $8.5K.
NewEdge Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2021 and held it in 7 quarters.
NewEdge Advisors's Invesco S&P SmallCap Energy ETF position peaked at $363K in Q1 2021.
37 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.