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Orion Portfolio Solutions’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Orion Portfolio Solutions’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-15
Closed -$1K – 1637
2020
Q2 		$1K Hold
15
– – ﹤0.01% 2049
2020
Q1 		$1K Buy
+15
New +$752 ﹤0.01% 1783

Other funds holding PSCF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's PSCF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q3 2020, closing a stake of 15 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in PSCF in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 24 funds tracked by Wall St. Rank hold PSCF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco S&P SmallCap Financials ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 15 Invesco S&P SmallCap Financials ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Invesco S&P SmallCap Financials ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco S&P SmallCap Financials ETF position peaked at $1K in Q2 2020.
  • 24 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.