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Prosperity Capital Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Prosperity Capital Advisors’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
2025
Q1 		– Sell
-38,477
Closed -$1.86M – 362
2024
Q4 		$1.86M Buy
+38,477
New +$1.93M 0.15% 106

Other funds holding PSCE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prosperity Capital Advisors's PSCE Position: Q1 2025 in Review

Prosperity Capital Advisors sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2025, closing a stake of 38,477 shares — an estimated $1.86M sold.

Prosperity Capital Advisors first reported a position in PSCE in Q4 2024 and held it in 1 quarter. The position peaked at $1.86M in Q4 2024. 39 funds tracked by Wall St. Rank hold PSCE as of Q1 2025.

  • Prosperity Capital Advisors reported no remaining Invesco S&P SmallCap Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 38,477 Invesco S&P SmallCap Energy ETF shares in Q1 2025, an estimated $1.86M.
  • Prosperity Capital Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2024 and held it in 1 quarter.
  • Prosperity Capital Advisors's Invesco S&P SmallCap Energy ETF position peaked at $1.86M in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2025.

Based on Prosperity Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.