Wealth Quarterback LLC Invesco S&P Smallcap Financial Transaction History

Wealth Quarterback LLC

$212 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$46.79 - $58.29 $2,479 - $3,089	-53 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$54.03 - $58.65 $2,863 - $3,108	53 New	53 $10,000

Others Institutions Holding PSCF

# of Institutions

27

Shares Held

132K

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

26.9K
Shares

$1.53 Million
0.0% of portfolio
Morgan Stanley New York, NY

22K
Shares

$1.24 Million
0.0% of portfolio
Atlas Wealth LLC Cincinnati, OH

9.72K
Shares

$550,346
0.23% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

9.14K
Shares

$517,223
0.0% of portfolio
Tower Research Capital LLC (Trc) New York, NY

9.07K
Shares

$513,769
0.01% of portfolio

About INVESCO S&P SMALLCAP FINANCIAL

Ticker PSCF
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