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Parr McKnight Wealth Management Group’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Parr McKnight Wealth Management Group’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
2026
Q2 		$599K Buy
10,897
+3,397
+45% +$203K 0.07% 167
2026
Q1 		$457K Buy
+7,500
New +$399K 0.06% 178

Other funds holding PSCE

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Parr McKnight Wealth Management Group's PSCE Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Invesco S&P SmallCap Energy ETF (PSCE) stake by 45% in Q2 2026, buying an estimated $203K and bringing the position to 10,897 shares worth $599K. The position accounts for 0.07% of the portfolio, ranked #167.

Parr McKnight Wealth Management Group first reported a position in PSCE in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

  • Parr McKnight Wealth Management Group held 10,897 shares of Invesco S&P SmallCap Energy ETF worth $599K as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 3,397 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $203K.
  • Invesco S&P SmallCap Energy ETF made up 0.07% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #167 holding.
  • Parr McKnight Wealth Management Group first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.