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

Personal Wealth 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
2020
Q1 		– Sell
-60
Closed -$2K – 473
2019
Q4 		$2K Hold
60
– – ﹤0.01% 360
2019
Q3 		$2K Sell
60
-183
-75% -$7.03K ﹤0.01% 367
2019
Q2 		$79K Buy
+243
New +$11.9K 0.04% 99

Other funds holding PSCE

OIS
Okabena Investment Services Minneapolis, Minnesota $519M AUM 23.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Wealth Partners's PSCE Position: Q1 2020 in Review

Personal Wealth Partners sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2020, closing a stake of 60 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in PSCE in Q2 2019 and held it in 3 quarters. The position peaked at $79K in Q2 2019. 13 funds tracked by Wall St. Rank hold PSCE as of Q1 2020.

  • Personal Wealth Partners reported no remaining Invesco S&P SmallCap Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 60 Invesco S&P SmallCap Energy ETF shares in Q1 2020, an estimated $2K.
  • Personal Wealth Partners first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Invesco S&P SmallCap Energy ETF position peaked at $79K in Q2 2019.
  • 13 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.