Steward Partners Investment Advisory’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$1.48K	Sell	27 -1,437	-98%	-$86.1K	﹤0.01%	4307
2026 Q1	$89.3K	Buy	+1,464	New	+$77.9K	﹤0.01%	2441
2025 Q2	–	Sell	-197	Closed	-$8.25K	–	4227
2025 Q1	$8.25K	Sell	197 -37	-16%	-$1.69K	﹤0.01%	3180
2024 Q4	$11.3K	Hold	234	–	–	﹤0.01%	3046
2024 Q3	$11.5K	Hold	234	–	–	﹤0.01%	2898
2024 Q2	$12.3K	Hold	234	–	–	﹤0.01%	2736
2024 Q1	$13.1K	Buy	234 +197	+532%	+$10.1K	﹤0.01%	2711
2023 Q4	$1.93K	Hold	37	–	–	﹤0.01%	3212
2023 Q3	$2.11K	Hold	37	–	–	﹤0.01%	3073
2023 Q2	$1.75K	Hold	37	–	–	﹤0.01%	3053
2023 Q1	$1.72K	Hold	37	–	–	﹤0.01%	3046
2022 Q4	$1.88K	Hold	37	–	–	﹤0.01%	3027
2022 Q3	$2K	Sell	37 -3,000	-99%	-$138K	﹤0.01%	3054
2022 Q2	$132K	Sell	3,037 -500	-14%	-$25.7K	﹤0.01%	1380
2022 Q1	$177K	Sell	3,537 -10,693	-75%	-$455K	﹤0.01%	1348
2021 Q4	$497K	Sell	14,230 -4,086	-22%	-$158K	0.01%	935
2021 Q3	$698K	Buy	18,316 +293	+2%	+$10K	0.01%	796
2021 Q2	$724K	Buy	18,023 +2,059	+13%	+$72.3K	0.01%	795
2021 Q1	$504K	Buy	+15,964	New	+$481K	0.01%	888
2018 Q4	–	Sell	-460	Closed	-$37K	–	1795
2018 Q3	$37K	Buy	+460	New	+$37.8K	﹤0.01%	1314
2018 Q2	–	Sell	-513	Closed	-$35K	–	2524
2018 Q1	$35K	Hold	513	–	–	﹤0.01%	1125
2017 Q4	$39K	Sell	513 -68	-12%	-$4.92K	﹤0.01%	910
2017 Q3	$43K	Hold	581	–	–	﹤0.01%	734
2017 Q2	$38K	Hold	581	–	–	﹤0.01%	691
2017 Q1	$52K	Hold	581	–	–	0.01%	543
2016 Q4	$61K	Buy	+581	New	+$55.7K	0.03%	301

Other funds holding PSCE

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Steward Partners Investment Advisory's PSCE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco S&P SmallCap Energy ETF (PSCE) stake by 98% in Q2 2026, selling an estimated $86.1K and leaving 27 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4307.

Steward Partners Investment Advisory first reported a position in PSCE in Q4 2016 and has held it in 26 quarters since. The position peaked at $724K in Q2 2021. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

Steward Partners Investment Advisory held 27 shares of Invesco S&P SmallCap Energy ETF worth $1.48K as of Q2 2026.
Steward Partners Investment Advisory sold 1,437 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $86.1K.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4307 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2016 and has held it in 26 quarters since.
Steward Partners Investment Advisory's Invesco S&P SmallCap Energy ETF position peaked at $724K in Q2 2021.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.