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SMART Wealth’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

SMART Wealth’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,958
Closed -$784K – 164
2024
Q3 		$784K Buy
+12,958
New +$729K 0.31% 74

Other funds holding PSCU

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
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
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

SMART Wealth's PSCU Position: Q4 2024 in Review

SMART Wealth sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q4 2024, closing a stake of 12,958 shares — an estimated $784K sold.

SMART Wealth first reported a position in PSCU in Q3 2024 and held it in 1 quarter. The position peaked at $784K in Q3 2024. 15 funds tracked by Wall St. Rank hold PSCU as of Q4 2024.

  • SMART Wealth reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q4 2024 after selling out during the quarter.
  • SMART Wealth sold 12,958 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q4 2024, an estimated $784K.
  • SMART Wealth first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q3 2024 and held it in 1 quarter.
  • SMART Wealth's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $784K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q4 2024.

Based on SMART Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.