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ORG Partners’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

ORG Partners’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
-182
Closed -$7.67K – 1602
2025
Q1 		$7.67K Buy
+182
New +$8.33K ﹤0.01% 847

Other funds holding PSCE

Goldman Sachs
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
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

ORG Partners's PSCE Position: Q2 2025 in Review

ORG Partners sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2025, closing a stake of 182 shares — an estimated $7.67K sold.

ORG Partners first reported a position in PSCE in Q1 2025 and held it in 1 quarter. The position peaked at $7.67K in Q1 2025. 37 funds tracked by Wall St. Rank hold PSCE as of Q2 2025.

  • ORG Partners reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2025 after selling out during the quarter.
  • ORG Partners sold 182 Invesco S&P SmallCap Energy ETF shares in Q2 2025, an estimated $7.67K.
  • ORG Partners first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2025 and held it in 1 quarter.
  • ORG Partners's Invesco S&P SmallCap Energy ETF position peaked at $7.67K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.