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SMI Advisory Services’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

SMI Advisory Services’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
Q3 		– Sell
-75,186
Closed -$3.27M – 41
2022
Q2 		$3.27M Buy
+75,186
New +$3.87M 1.17% 13

Other funds holding PSCE

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

SMI Advisory Services's PSCE Position: Q3 2022 in Review

SMI Advisory Services sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2022, closing a stake of 75,186 shares — an estimated $3.27M sold.

SMI Advisory Services first reported a position in PSCE in Q2 2022 and held it in 1 quarter. The position peaked at $3.27M in Q2 2022. 59 funds tracked by Wall St. Rank hold PSCE as of Q3 2022.

  • SMI Advisory Services reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2022 after selling out during the quarter.
  • SMI Advisory Services sold 75,186 Invesco S&P SmallCap Energy ETF shares in Q3 2022, an estimated $3.27M.
  • SMI Advisory Services first reported a position in Invesco S&P SmallCap Energy ETF in Q2 2022 and held it in 1 quarter.
  • SMI Advisory Services's Invesco S&P SmallCap Energy ETF position peaked at $3.27M in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2022.

Based on SMI Advisory Services's 13F filing for Q3 2022, filed 14 Oct 2022.