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Stratos Wealth Partners’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-515
Closed -$30K – 2071
2018
Q3 		$30K Buy
+515
New +$28.7K ﹤0.01% 1689
2018
Q2 		– Sell
-508
Closed -$25K – 2166
2018
Q1 		$25K Buy
+508
New +$25.6K ﹤0.01% 1931

Other funds holding PSCU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stratos Wealth Partners's PSCU Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q4 2018, closing a stake of 515 shares — an estimated $30K sold.

Stratos Wealth Partners first reported a position in PSCU in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 32 funds tracked by Wall St. Rank hold PSCU as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 515 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q4 2018, an estimated $30K.
  • Stratos Wealth Partners first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $30K in Q3 2018.
  • 32 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.