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Wagner Wealth Management (South Carolina)’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q1 		– Sell
-181
Closed -$9K – 668
2017
Q4 		$9K Buy
+181
New +$9.96K 0.01% 423

Other funds holding PSCU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PSCU Position: Q1 2018 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q1 2018, closing a stake of 181 shares — an estimated $9K sold.

Wagner Wealth Management (South Carolina) first reported a position in PSCU in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 26 funds tracked by Wall St. Rank hold PSCU as of Q1 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q1 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 181 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q1 2018, an estimated $9K.
  • Wagner Wealth Management (South Carolina) first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q4 2017 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $9K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q1 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2018, filed 10 May 2018.