Redmont Wealth Advisors’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Redmont Wealth Advisors’s Portfolio PSCF Stock Details PSCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,285	Closed	-$352K	–	108
2022 Q2	$352K	Sell	7,285 -1,725	-19%	-$90.3K	0.43%	54
2022 Q1	$524K	Buy	9,010 +3,780	+72%	+$224K	0.56%	45
2021 Q4	$321K	Buy	+5,230	New	+$318K	0.34%	66

Other funds holding PSCF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Redmont Wealth Advisors's PSCF Position: Q3 2022 in Review

Redmont Wealth Advisors sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q3 2022, closing a stake of 7,285 shares — an estimated $352K sold.

Redmont Wealth Advisors first reported a position in PSCF in Q4 2021 and held it in 3 quarters. The position peaked at $524K in Q1 2022. 32 funds tracked by Wall St. Rank hold PSCF as of Q3 2022.

Redmont Wealth Advisors reported no remaining Invesco S&P SmallCap Financials ETF position as of Q3 2022 after selling out during the quarter.
Redmont Wealth Advisors sold 7,285 Invesco S&P SmallCap Financials ETF shares in Q3 2022, an estimated $352K.
Redmont Wealth Advisors first reported a position in Invesco S&P SmallCap Financials ETF in Q4 2021 and held it in 3 quarters.
Redmont Wealth Advisors's Invesco S&P SmallCap Financials ETF position peaked at $524K in Q1 2022.
32 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q3 2022.

Based on Redmont Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.