Spire Wealth Management’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Spire Wealth Management’s Portfolio PSCD Stock Details PSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-100	Closed	-$7K	–	2506
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	2041
2022 Q1	$9K	Buy	+100	New	+$9.97K	﹤0.01%	2071
2021 Q4	–	Sell	-100	Closed	-$11K	–	2990
2021 Q3	$11K	Hold	100	–	–	﹤0.01%	2073
2021 Q2	$12K	Buy	+100	New	+$11.6K	﹤0.01%	2064

Other funds holding PSCD

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

TRCT

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

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

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJA

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

Spire Wealth Management's PSCD Position: Q3 2022 in Review

Spire Wealth Management sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q3 2022, closing a stake of 100 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in PSCD in Q2 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 23 funds tracked by Wall St. Rank hold PSCD as of Q3 2022.

Spire Wealth Management reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 100 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q3 2022, an estimated $7K.
Spire Wealth Management first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q2 2021 and held it in 4 quarters.
Spire Wealth Management's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $12K in Q2 2021.
23 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.