PWM
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Prosperity Wealth Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Prosperity Wealth Management’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
2023
Q1 		– Sell
-3,480
Closed -$177K – 152
2022
Q4 		$177K Buy
+3,480
New +$180K 0.17% 116

Other funds holding PSCE

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Prosperity Wealth Management's PSCE Position: Q1 2023 in Review

Prosperity Wealth Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2023, closing a stake of 3,480 shares — an estimated $177K sold.

Prosperity Wealth Management first reported a position in PSCE in Q4 2022 and held it in 1 quarter. The position peaked at $177K in Q4 2022. 53 funds tracked by Wall St. Rank hold PSCE as of Q1 2023.

  • Prosperity Wealth Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 3,480 Invesco S&P SmallCap Energy ETF shares in Q1 2023, an estimated $177K.
  • Prosperity Wealth Management first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2022 and held it in 1 quarter.
  • Prosperity Wealth Management's Invesco S&P SmallCap Energy ETF position peaked at $177K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2023.

Based on Prosperity Wealth Management's 13F filing for Q1 2023, filed 12 Sep 2023.