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Realta Investment Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Realta Investment 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
2022
Q4 		– Sell
-280
Closed -$12K – 877
2022
Q3 		$12K Buy
+280
New +$12.9K ﹤0.01% 673

Other funds holding PSCE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Realta Investment Advisors's PSCE Position: Q4 2022 in Review

Realta Investment Advisors sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q4 2022, closing a stake of 280 shares — an estimated $12K sold.

Realta Investment Advisors first reported a position in PSCE in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 65 funds tracked by Wall St. Rank hold PSCE as of Q4 2022.

  • Realta Investment Advisors reported no remaining Invesco S&P SmallCap Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 280 Invesco S&P SmallCap Energy ETF shares in Q4 2022, an estimated $12K.
  • Realta Investment Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2022 and held it in 1 quarter.
  • Realta Investment Advisors's Invesco S&P SmallCap Energy ETF position peaked at $12K in Q3 2022.
  • 65 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.