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VSR Financial Services’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

VSR Financial Services’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
2016
Q2 		$987K Buy
+19,971
New +$909K 0.16% 171

Other funds holding PSCU

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VSR Financial Services's PSCU Position: Q2 2016 in Review

VSR Financial Services opened a new position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q2 2016: 19,971 shares worth $987K. The stake represents 0.16% of the portfolio and ranks #171 among its holdings.

39 funds tracked by Wall St. Rank hold PSCU as of Q2 2016.

  • VSR Financial Services held 19,971 shares of Invesco S&P SmallCap Utilities & Communication Services ETF worth $987K as of Q2 2016.
  • Invesco S&P SmallCap Utilities & Communication Services ETF was a new VSR Financial Services position in Q2 2016.
  • Invesco S&P SmallCap Utilities & Communication Services ETF made up 0.16% of VSR Financial Services's portfolio in Q2 2016, its #171 holding.
  • 39 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.