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Wealthcare Advisory Partners’s Invesco S&P SmallCap Materials ETF PSCM Stock Holding History

Wealthcare Advisory Partners’s Portfolio PSCM Stock Details PSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-150
Closed -$9K – 1518
2021
Q1 		$9K Buy
+150
New +$9.38K ﹤0.01% 1492

Other funds holding PSCM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Goldman Sachs
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthcare Advisory Partners's PSCM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco S&P SmallCap Materials ETF (PSCM) in Q2 2021, closing a stake of 150 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in PSCM in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 19 funds tracked by Wall St. Rank hold PSCM as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Invesco S&P SmallCap Materials ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 150 Invesco S&P SmallCap Materials ETF shares in Q2 2021, an estimated $9K.
  • Wealthcare Advisory Partners first reported a position in Invesco S&P SmallCap Materials ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Invesco S&P SmallCap Materials ETF position peaked at $9K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Materials ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.