SFS
PSCF icon

Sowell Financial Services’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Sowell Financial Services’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-46
Closed -$2K – 2623
2020
Q1 		$2K Hold
46
– – ﹤0.01% 2107
2019
Q4 		$3K Buy
+46
New +$2.56K ﹤0.01% 2089

Other funds holding PSCF

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's PSCF Position: Q2 2020 in Review

Sowell Financial Services sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q2 2020, closing a stake of 46 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in PSCF in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 24 funds tracked by Wall St. Rank hold PSCF as of Q2 2020.

  • Sowell Financial Services reported no remaining Invesco S&P SmallCap Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 46 Invesco S&P SmallCap Financials ETF shares in Q2 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in Invesco S&P SmallCap Financials ETF in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's Invesco S&P SmallCap Financials ETF position peaked at $3K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.