OPS
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Orion Portfolio Solutions’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Orion Portfolio Solutions’s Portfolio PSCD Stock Details PSCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,770
Closed -$311K – 631
2021
Q1 		$311K Buy
+2,770
New +$283K 0.01% 428
2020
Q3 		– Sell
-951
Closed -$53K – 1635
2020
Q2 		$53K Hold
951
– – ﹤0.01% 685
2020
Q1 		$34K Buy
+951
New +$52.7K ﹤0.01% 684

Other funds holding PSCD

PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Orion Portfolio Solutions's PSCD Position: Q2 2021 in Review

Orion Portfolio Solutions sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q2 2021, closing a stake of 2,770 shares — an estimated $311K sold.

Orion Portfolio Solutions first reported a position in PSCD in Q1 2020 and held it in 3 quarters. The position peaked at $311K in Q1 2021. 40 funds tracked by Wall St. Rank hold PSCD as of Q2 2021.

  • Orion Portfolio Solutions reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q2 2021 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,770 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q2 2021, an estimated $311K.
  • Orion Portfolio Solutions first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q1 2020 and held it in 3 quarters.
  • Orion Portfolio Solutions's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $311K in Q1 2021.
  • 40 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q2 2021.

Based on Orion Portfolio Solutions's 13F filing for Q2 2021, filed 5 Aug 2021.