Sowell Financial Services’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-715	Closed	-$46K	–	2154
2021 Q1	$46K	Sell	715 -11	-2%	-$665	﹤0.01%	1691
2020 Q4	$39K	Buy	726 +2	+0.3%	+$99	﹤0.01%	1495
2020 Q3	$32K	Buy	724 +2	+0.3%	+$97	﹤0.01%	1365
2020 Q2	$35K	Buy	722 +2	+0.3%	+$96	﹤0.01%	1284
2020 Q1	$33K	Buy	720 +1	+0.1%	+$51	﹤0.01%	1202
2019 Q4	$38K	Sell	719 -90	-11%	-$4.66K	﹤0.01%	1234
2019 Q3	$43K	Buy	+809	New	+$42.6K	﹤0.01%	1042
2019 Q1	$1.7M	Buy	31,694 +96	+0.3%	+$5.05K	0.19%	119
2018 Q4	$1.55M	Sell	31,598 -1,726	-5%	-$94.6K	0.22%	98
2018 Q3	$1.93M	Buy	+33,324	New	+$1.86M	0.28%	69

Other funds holding PSCU

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sowell Financial Services's PSCU Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q2 2021, closing a stake of 715 shares — an estimated $46K sold.

Sowell Financial Services first reported a position in PSCU in Q3 2018 and held it in 10 quarters. The position peaked at $1.93M in Q3 2018. 19 funds tracked by Wall St. Rank hold PSCU as of Q2 2021.

Sowell Financial Services reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 715 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q2 2021, an estimated $46K.
Sowell Financial Services first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q3 2018 and held it in 10 quarters.
Sowell Financial Services's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $1.93M in Q3 2018.
19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.