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Steward Partners Investment Advisory’s Invesco S&P SmallCap Materials ETF PSCM Stock Holding History

Steward Partners Investment Advisory’s Portfolio PSCM Stock Details PSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-50
Closed -$2K – 2707
2019
Q3 		$2K Buy
+50
New +$2.18K ﹤0.01% 2446

Other funds holding PSCM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Steward Partners Investment Advisory's PSCM Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Invesco S&P SmallCap Materials ETF (PSCM) in Q4 2019, closing a stake of 50 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in PSCM in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 13 funds tracked by Wall St. Rank hold PSCM as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining Invesco S&P SmallCap Materials ETF position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 50 Invesco S&P SmallCap Materials ETF shares in Q4 2019, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P SmallCap Materials ETF in Q3 2019 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Invesco S&P SmallCap Materials ETF position peaked at $2K in Q3 2019.
  • 13 funds tracked by Wall St. Rank held Invesco S&P SmallCap Materials ETF as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.