Sigma Planning Corp’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Sigma Planning Corp’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 Q2	–	Sell	-11,311	Closed	-$567K	–	1399
2022 Q1	$567K	Buy	11,311 +8,556	+311%	+$364K	0.02%	796
2021 Q4	$96K	Buy	+2,755	New	+$107K	﹤0.01%	1328
2021 Q3	–	Sell	-5,368	Closed	-$216K	–	1466
2021 Q2	$216K	Buy	+5,368	New	+$189K	0.01%	1255

Other funds holding PSCE

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RJA

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GJL

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

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Sigma Planning Corp's PSCE Position: Q2 2022 in Review

Sigma Planning Corp sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2022, closing a stake of 11,311 shares — an estimated $567K sold.

Sigma Planning Corp first reported a position in PSCE in Q2 2021 and held it in 3 quarters. The position peaked at $567K in Q1 2022. 61 funds tracked by Wall St. Rank hold PSCE as of Q2 2022.

Sigma Planning Corp reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2022 after selling out during the quarter.
Sigma Planning Corp sold 11,311 Invesco S&P SmallCap Energy ETF shares in Q2 2022, an estimated $567K.
Sigma Planning Corp first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2021 and held it in 3 quarters.
Sigma Planning Corp's Invesco S&P SmallCap Energy ETF position peaked at $567K in Q1 2022.
61 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.