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Stratos Wealth Partners’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Stratos Wealth Partners’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-66,434
Closed -$2.47M – 1431
2024
Q1 		$2.47M Buy
66,434
+995
+2% +$37.3K 0.04% 393
2023
Q4 		$2.51M Buy
+65,439
New +$2.3M 0.05% 358

Other funds holding PSCC

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Partners's PSCC Position: Q2 2024 in Review

Stratos Wealth Partners sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q2 2024, closing a stake of 66,434 shares — an estimated $2.47M sold.

Stratos Wealth Partners first reported a position in PSCC in Q4 2023 and held it in 2 quarters. The position peaked at $2.51M in Q4 2023. 38 funds tracked by Wall St. Rank hold PSCC as of Q2 2024.

  • Stratos Wealth Partners reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 66,434 Invesco S&P SmallCap Consumer Staples ETF shares in Q2 2024, an estimated $2.47M.
  • Stratos Wealth Partners first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q4 2023 and held it in 2 quarters.
  • Stratos Wealth Partners's Invesco S&P SmallCap Consumer Staples ETF position peaked at $2.51M in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2024.

Based on Stratos Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.