Raymond James Financial’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Raymond James Financial’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
2026 Q1	$282K	Sell	4,618 -16,735	-78%	-$891K	﹤0.01%	4689
2025 Q4	$918K	Buy	21,353 +458	+2%	+$19.8K	﹤0.01%	3837
2025 Q3	$891K	Sell	20,895 -99	-0.5%	-$4.03K	﹤0.01%	3757
2025 Q2	$816K	Sell	20,994 -5,069	-19%	-$189K	﹤0.01%	3696
2025 Q1	$1.09M	Sell	26,063 -5,768	-18%	-$264K	﹤0.01%	3426
2024 Q4	$1.54M	Buy	+31,831	New	+$1.6M	﹤0.01%	3157

Other funds holding PSCE

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial's PSCE Position: Q1 2026 in Review

Raymond James Financial reduced its Invesco S&P SmallCap Energy ETF (PSCE) stake by 78% in Q1 2026, selling an estimated $891K and leaving 4,618 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #4689.

Raymond James Financial first reported a position in PSCE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2024. 48 funds tracked by Wall St. Rank hold PSCE as of Q1 2026.

Raymond James Financial held 4,618 shares of Invesco S&P SmallCap Energy ETF worth $282K as of Q1 2026.
Raymond James Financial sold 16,735 Invesco S&P SmallCap Energy ETF shares in Q1 2026, an estimated $891K.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4689 holding.
Raymond James Financial first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Invesco S&P SmallCap Energy ETF position peaked at $1.54M in Q4 2024.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.