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

World Investment 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
2022
Q2 		– Sell
-2,510
Closed -$126K – 284
2022
Q1 		$126K Hold
2,510
– – 0.03% 264
2021
Q4 		$101K Hold
2,510
– – 0.02% 262
2021
Q3 		$96K Buy
+2,510
New +$85.7K 0.02% 248

Other funds holding PSCE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Jane Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

World Investment Advisors's PSCE Position: Q2 2022 in Review

World Investment Advisors sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2022, closing a stake of 2,510 shares — an estimated $126K sold.

World Investment Advisors first reported a position in PSCE in Q3 2021 and held it in 3 quarters. The position peaked at $126K in Q1 2022. 61 funds tracked by Wall St. Rank hold PSCE as of Q2 2022.

  • World Investment Advisors reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2022 after selling out during the quarter.
  • World Investment Advisors sold 2,510 Invesco S&P SmallCap Energy ETF shares in Q2 2022, an estimated $126K.
  • World Investment Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2021 and held it in 3 quarters.
  • World Investment Advisors's Invesco S&P SmallCap Energy ETF position peaked at $126K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2022.

Based on World Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.