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

SeaCrest 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
2020
Q3 		– Sell
-13,921
Closed -$234K – 611
2020
Q2 		$234K Buy
+13,921
New +$223K 0.04% 463

Other funds holding PSCE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SeaCrest Wealth Management's PSCE Position: Q3 2020 in Review

SeaCrest Wealth Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2020, closing a stake of 13,921 shares — an estimated $234K sold.

SeaCrest Wealth Management first reported a position in PSCE in Q2 2020 and held it in 1 quarter. The position peaked at $234K in Q2 2020. 15 funds tracked by Wall St. Rank hold PSCE as of Q3 2020.

  • SeaCrest Wealth Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2020 after selling out during the quarter.
  • SeaCrest Wealth Management sold 13,921 Invesco S&P SmallCap Energy ETF shares in Q3 2020, an estimated $234K.
  • SeaCrest Wealth Management first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2020 and held it in 1 quarter.
  • SeaCrest Wealth Management's Invesco S&P SmallCap Energy ETF position peaked at $234K in Q2 2020.
  • 15 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2020.

Based on SeaCrest Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.