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WFG Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

WFG 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
2017
Q2 		$1K Buy
+8
New +$606 ﹤0.01% 1498
2017
Q1 		– Sell
-855
Closed -$90K – 1623
2016
Q4 		$90K Buy
+855
New +$82K 0.02% 554

Other funds holding PSCE

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

WFG Advisors's PSCE Position: Q2 2017 in Review

WFG Advisors opened a new position in Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2017: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: WFG Advisors previously reported a position in PSCE as recently as Q4 2016.

WFG Advisors first reported a position in PSCE in Q4 2016 and has held it in 2 quarters since. The position peaked at $90K in Q4 2016. 28 funds tracked by Wall St. Rank hold PSCE as of Q2 2017.

  • WFG Advisors held 8 shares of Invesco S&P SmallCap Energy ETF worth $1K as of Q2 2017.
  • Invesco S&P SmallCap Energy ETF was a new WFG Advisors position in Q2 2017.
  • Invesco S&P SmallCap Energy ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1498 holding.
  • WFG Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2016 and has held it in 2 quarters since.
  • WFG Advisors's Invesco S&P SmallCap Energy ETF position peaked at $90K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.