Wilbanks Smith & Thomas Asset Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2022 Q2	–	Sell	-2,371	Closed	-$119K	–	507
2022 Q1	$119K	Buy	+2,371	New	+$101K	﹤0.01%	491
2018 Q1	–	Sell	-9,270	Closed	-$714K	–	364
2017 Q4	$714K	Buy	+9,270	New	+$671K	0.06%	164

Other funds holding PSCE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PSCE Position: Q2 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2022, closing a stake of 2,371 shares — an estimated $119K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PSCE in Q4 2017 and held it in 2 quarters. The position peaked at $714K in Q4 2017. 61 funds tracked by Wall St. Rank hold PSCE as of Q2 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 2,371 Invesco S&P SmallCap Energy ETF shares in Q2 2022, an estimated $119K.
Wilbanks Smith & Thomas Asset Management first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2017 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's Invesco S&P SmallCap Energy ETF position peaked at $714K in Q4 2017.
61 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.