Allred Capital Management’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Allred Capital Management’s Portfolio PSCI Stock Details PSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-42	Closed	-$3.94K	–	624
2021 Q1	$3.94K	Buy	+42	New	+$3.74K	﹤0.01%	698
2020 Q1	–	Sell	-42	Closed	-$3.01K	–	571
2019 Q4	$3.01K	Buy	+42	New	+$2.92K	﹤0.01%	747

Other funds holding PSCI

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allred Capital Management's PSCI Position: Q2 2021 in Review

Allred Capital Management sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2021, closing a stake of 42 shares — an estimated $3.94K sold.

Allred Capital Management first reported a position in PSCI in Q4 2019 and held it in 2 quarters. The position peaked at $3.94K in Q1 2021. 29 funds tracked by Wall St. Rank hold PSCI as of Q2 2021.

Allred Capital Management reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q2 2021 after selling out during the quarter.
Allred Capital Management sold 42 Invesco S&P SmallCap Industrials ETF shares in Q2 2021, an estimated $3.94K.
Allred Capital Management first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2019 and held it in 2 quarters.
Allred Capital Management's Invesco S&P SmallCap Industrials ETF position peaked at $3.94K in Q1 2021.
29 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.