TCI Wealth Advisors’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

TCI Wealth Advisors’s Portfolio PSCF Stock Details PSCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-202	Closed	-$8.76K	–	1715
2023 Q1	$8.76K	Hold	202	–	–	﹤0.01%	1167
2022 Q4	$9.72K	Hold	202	–	–	﹤0.01%	1091
2022 Q3	$9K	Hold	202	–	–	﹤0.01%	1094
2022 Q2	$10K	Hold	202	–	–	﹤0.01%	1029
2022 Q1	$12K	Hold	202	–	–	﹤0.01%	993
2021 Q4	$12K	Hold	202	–	–	﹤0.01%	1046
2021 Q3	$12K	Hold	202	–	–	﹤0.01%	990
2021 Q2	$12K	Hold	202	–	–	﹤0.01%	867
2021 Q1	$11K	Hold	202	–	–	﹤0.01%	821
2020 Q4	$10K	Hold	202	–	–	﹤0.01%	656
2020 Q3	$8K	Hold	202	–	–	﹤0.01%	643
2020 Q2	$8K	Hold	202	–	–	﹤0.01%	631
2020 Q1	$7K	Hold	202	–	–	﹤0.01%	645
2019 Q4	$11K	Sell	202 -42	-17%	-$2.34K	﹤0.01%	690
2019 Q3	$13K	Buy	244 +42	+21%	+$2.25K	0.01%	581
2019 Q2	$11K	Hold	202	–	–	0.01%	608
2019 Q1	$11K	Hold	202	–	–	﹤0.01%	616
2018 Q4	$10K	Hold	202	–	–	﹤0.01%	632
2018 Q3	$12K	Hold	202	–	–	0.01%	606
2018 Q2	$12K	Buy	+202	New	+$11.3K	0.01%	611

Other funds holding PSCF

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

RJA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

TCI Wealth Advisors's PSCF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q2 2023, closing a stake of 202 shares — an estimated $8.76K sold.

TCI Wealth Advisors first reported a position in PSCF in Q2 2018 and held it in 20 quarters. The position peaked at $13K in Q3 2019. 30 funds tracked by Wall St. Rank hold PSCF as of Q2 2023.

TCI Wealth Advisors reported no remaining Invesco S&P SmallCap Financials ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 202 Invesco S&P SmallCap Financials ETF shares in Q2 2023, an estimated $8.76K.
TCI Wealth Advisors first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2018 and held it in 20 quarters.
TCI Wealth Advisors's Invesco S&P SmallCap Financials ETF position peaked at $13K in Q3 2019.
30 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.