Regal Wealth Group’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Regal Wealth Group’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
2020 Q4	–	Sell	-14	Closed	–	–	229
2020 Q3	$0	Hold	14	–	–	﹤0.01%	216
2020 Q2	$0	Hold	14	–	–	﹤0.01%	214
2020 Q1	$0	Hold	14	–	–	﹤0.01%	198
2019 Q4	$1K	Hold	14	–	–	﹤0.01%	189
2019 Q3	$0	Hold	14	–	–	﹤0.01%	181
2019 Q2	$1K	Hold	14	–	–	﹤0.01%	162
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	156
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	156
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	157
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	163
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	167
2017 Q4	$1K	Hold	14	–	–	﹤0.01%	165
2017 Q3	$1K	Hold	14	–	–	﹤0.01%	148
2017 Q2	$1K	Hold	14	–	–	﹤0.01%	149
2017 Q1	$1K	Buy	+14	New	+$1.38K	﹤0.01%	148

Other funds holding PSCE

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

KAS

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Regal Wealth Group's PSCE Position: Q4 2020 in Review

Regal Wealth Group sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q4 2020, closing a stake of 14 shares.

Regal Wealth Group first reported a position in PSCE in Q1 2017 and held it in 15 quarters. The position peaked at $1K in Q4 2019. 20 funds tracked by Wall St. Rank hold PSCE as of Q4 2020.

Regal Wealth Group reported no remaining Invesco S&P SmallCap Energy ETF position as of Q4 2020 after selling out during the quarter.
Regal Wealth Group sold 14 Invesco S&P SmallCap Energy ETF shares in Q4 2020.
Regal Wealth Group first reported a position in Invesco S&P SmallCap Energy ETF in Q1 2017 and held it in 15 quarters.
Regal Wealth Group's Invesco S&P SmallCap Energy ETF position peaked at $1K in Q4 2019.
20 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q4 2020.

Based on Regal Wealth Group's 13F filing for Q4 2020, filed 22 Jan 2021.