Walkner Condon Financial Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Walkner Condon Financial Advisors’s Portfolio PSCE Stock Details PSCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$322K	Buy	5,972 +176	+3%	+$10.5K	0.04%	251
2026 Q1	$343K	Buy	5,796 +790	+16%	+$42.1K	0.05%	225
2025 Q4	$216K	Sell	5,006 -608	-11%	-$26.2K	0.03%	287
2025 Q3	$236K	Buy	+5,614	New	+$229K	0.04%	261
2025 Q1	–	Sell	-4,157	Closed	-$201K	–	292
2024 Q4	$201K	Buy	+4,157	New	+$209K	0.04%	271

Other funds holding PSCE

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Walkner Condon Financial Advisors's PSCE Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Invesco S&P SmallCap Energy ETF (PSCE) stake by 3% in Q2 2026, buying an estimated $10.5K and bringing the position to 5,972 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #251.

Walkner Condon Financial Advisors first reported a position in PSCE in Q4 2024 and has held it in 5 quarters since. The position peaked at $343K in Q1 2026. 48 funds tracked by Wall St. Rank hold PSCE as of Q2 2026.

Walkner Condon Financial Advisors held 5,972 shares of Invesco S&P SmallCap Energy ETF worth $322K as of Q2 2026.
Walkner Condon Financial Advisors bought 176 Invesco S&P SmallCap Energy ETF shares in Q2 2026, an estimated $10.5K.
Invesco S&P SmallCap Energy ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #251 holding.
Walkner Condon Financial Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2024 and has held it in 5 quarters since.
Walkner Condon Financial Advisors's Invesco S&P SmallCap Energy ETF position peaked at $343K in Q1 2026.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.