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The Family Firm’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

The Family Firm’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
Q3 		– Sell
-2,304
Closed -$81.3K – 681
2024
Q2 		$81.3K Buy
+2,304
New +$82.8K 0.02% 313

Other funds holding PSCC

PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

The Family Firm's PSCC Position: Q3 2024 in Review

The Family Firm sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q3 2024, closing a stake of 2,304 shares — an estimated $81.3K sold.

The Family Firm first reported a position in PSCC in Q2 2024 and held it in 1 quarter. The position peaked at $81.3K in Q2 2024. 39 funds tracked by Wall St. Rank hold PSCC as of Q3 2024.

  • The Family Firm reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 2,304 Invesco S&P SmallCap Consumer Staples ETF shares in Q3 2024, an estimated $81.3K.
  • The Family Firm first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Invesco S&P SmallCap Consumer Staples ETF position peaked at $81.3K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.