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Okabena Investment Services’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Okabena Investment Services’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
2020
Q2 		– Sell
-17,965
Closed -$197K – 81
2020
Q1 		$197K Hold
17,965
– – 0.22% 60
2019
Q4 		$669K Buy
+17,965
New +$594K 0.62% 48

Other funds holding PSCE

Citadel Advisors
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Okabena Investment Services's PSCE Position: Q2 2020 in Review

Okabena Investment Services sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2020, closing a stake of 17,965 shares — an estimated $197K sold.

Okabena Investment Services first reported a position in PSCE in Q4 2019 and held it in 2 quarters. The position peaked at $669K in Q4 2019. 18 funds tracked by Wall St. Rank hold PSCE as of Q2 2020.

  • Okabena Investment Services reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Okabena Investment Services sold 17,965 Invesco S&P SmallCap Energy ETF shares in Q2 2020, an estimated $197K.
  • Okabena Investment Services first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2019 and held it in 2 quarters.
  • Okabena Investment Services's Invesco S&P SmallCap Energy ETF position peaked at $669K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2020.

Based on Okabena Investment Services's 13F filing for Q2 2020, filed 10 Aug 2020.