PSCU POWERSHS SMCAP UTIL COMMON

Ownership history in BARD ASSOCIATES INC  ·  62 quarters on record

This page tracks every 13F SEC filing in which BARD ASSOCIATES INC reported a position in POWERSHS SMCAP UTIL COMMON (PSCU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.83% (2020 Q1)
Avg. % of fund
1.1%
First filed
2010 Q3
Last filed
2025 Q4
Quarters held
62
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 23,675 -4,557 -16.1% 0.35% $1.4M $57.51
2025 Q3 REDUCED 28,232 -21,320 -43.0% 0.43% $1.6M $57.28
2025 Q2 REDUCED 49,552 -540 -1.1% 0.89% $2.8M $55.15
2025 Q1 ADDED 50,092 +30 +0.1% 1.06% $2.8M $56.29
2024 Q4 REDUCED 50,062 -406 -0.8% 1.01% $3.0M $58.64
2024 Q3 REDUCED 50,468 -100 -0.2% 1.04% $3.1M $59.60
2024 Q2 UNCHANGED 50,568 0% 0.97% $2.5M $49.16
2024 Q1 REDUCED 50,568 -802 -1.6% 0.94% $2.6M $50.52
2023 Q4 REDUCED 51,370 -180 -0.3% 1.06% $2.8M $52.98
2023 Q3 REDUCED 51,550 -175 -0.3% 1.05% $2.5M $48.10
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PSCU price (monthly, adj. close)
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