Atlas Wealth LLC Invesco S&P Smallcap Financial Transaction History

Atlas Wealth LLC

$189 Million
Q3 2025

A detailed history of Atlas Wealth LLC transactions in Invesco S&P Smallcap Financial stock. As of the latest transaction made, Atlas Wealth LLC holds 9,057 shares of PSCF stock, worth $506,558. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,057

Previous 10,094 10.27%

Holding current value

$506,558

Previous $548,000 5.29%

% of portfolio

0.27%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$53.69 - $59.65 $55,676 - $61,857	-1,037 Reduced 10.27%	9,057 $519,000
Q2 2025 Aug 05, 2025	SELL	$46.07 - $54.38 $35,750 - $42,198	-776 Reduced 7.14%	10,094 $548,000
Q1 2025 May 08, 2025	SELL	$51.29 - $57.57 $18,207 - $20,437	-355 Reduced 3.16%	10,870 $575,000
Q4 2024 Feb 11, 2025	BUY	$53.94 - $61.67 $81,179 - $92,813	1,505 Added 15.48%	11,225 $621,000
Q3 2024 Nov 14, 2024	BUY	$47.17 - $56.77 $458,492 - $551,804	9,720 New	9,720 $538 Million
Q3 2023 Nov 07, 2023	BUY	$40.87 - $47.17 $304,890 - $351,888	7,460 New	7,460 $310 Million
Q1 2023 May 09, 2023	SELL	$41.34 - $53.31 $171,767 - $221,503	-4,155 Reduced 18.55%	18,247 $791 Million
Q4 2022 Feb 14, 2023	BUY	$45.29 - $51.91 $1.01 Million - $1.16 Million	22,402 New	22,402 $1.08 Billion

Others Institutions Holding PSCF

# of Institutions

Shares Held

106K

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP FINANCIAL

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