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Prospera Financial Services’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-220
Closed -$11K – 2349
2022
Q1 		$11K Buy
+220
New +$9.37K ﹤0.01% 2003

Other funds holding PSCE

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
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Prospera Financial Services's PSCE Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2022, closing a stake of 220 shares — an estimated $11K sold.

Prospera Financial Services first reported a position in PSCE in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 61 funds tracked by Wall St. Rank hold PSCE as of Q2 2022.

  • Prospera Financial Services reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 220 Invesco S&P SmallCap Energy ETF shares in Q2 2022, an estimated $11K.
  • Prospera Financial Services first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Invesco S&P SmallCap Energy ETF position peaked at $11K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.