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

Novak & Powell Financial Services’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
2024
Q2 		– Sell
-5,655
Closed -$211K – 160
2024
Q1 		$211K Hold
5,655
– – 0.16% 133
2023
Q4 		$217K Buy
+5,655
New +$199K 0.14% 128

Other funds holding PSCC

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Novak & Powell Financial Services's PSCC Position: Q2 2024 in Review

Novak & Powell Financial Services sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q2 2024, closing a stake of 5,655 shares — an estimated $211K sold.

Novak & Powell Financial Services first reported a position in PSCC in Q4 2023 and held it in 2 quarters. The position peaked at $217K in Q4 2023. 38 funds tracked by Wall St. Rank hold PSCC as of Q2 2024.

  • Novak & Powell Financial Services reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
  • Novak & Powell Financial Services sold 5,655 Invesco S&P SmallCap Consumer Staples ETF shares in Q2 2024, an estimated $211K.
  • Novak & Powell Financial Services first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q4 2023 and held it in 2 quarters.
  • Novak & Powell Financial Services's Invesco S&P SmallCap Consumer Staples ETF position peaked at $217K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2024.

Based on Novak & Powell Financial Services's 13F filing for Q2 2024, filed 15 Aug 2024.