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Private Advisory Group’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Private Advisory Group’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,615
Closed -$459K – 194
2024
Q1 		$459K Buy
+3,615
New +$424K 0.07% 137

Other funds holding PSCI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Advisory Group's PSCI Position: Q2 2024 in Review

Private Advisory Group sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2024, closing a stake of 3,615 shares — an estimated $459K sold.

Private Advisory Group first reported a position in PSCI in Q1 2024 and held it in 1 quarter. The position peaked at $459K in Q1 2024. 57 funds tracked by Wall St. Rank hold PSCI as of Q2 2024.

  • Private Advisory Group reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q2 2024 after selling out during the quarter.
  • Private Advisory Group sold 3,615 Invesco S&P SmallCap Industrials ETF shares in Q2 2024, an estimated $459K.
  • Private Advisory Group first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2024 and held it in 1 quarter.
  • Private Advisory Group's Invesco S&P SmallCap Industrials ETF position peaked at $459K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2024.

Based on Private Advisory Group's 13F filing for Q2 2024, filed 23 Jul 2024.