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Belpointe Asset Management’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Belpointe Asset Management’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,120
Closed -$114K – 2638
2023
Q1 		$114K Hold
3,120
– – 0.01% 1231
2022
Q4 		$106K Buy
+3,120
New +$108K 0.01% 1205

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Wells Fargo
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EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Belpointe Asset Management's PSCC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q2 2023, closing a stake of 3,120 shares — an estimated $114K sold.

Belpointe Asset Management first reported a position in PSCC in Q4 2022 and held it in 2 quarters. The position peaked at $114K in Q1 2023. 41 funds tracked by Wall St. Rank hold PSCC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,120 Invesco S&P SmallCap Consumer Staples ETF shares in Q2 2023, an estimated $114K.
  • Belpointe Asset Management first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco S&P SmallCap Consumer Staples ETF position peaked at $114K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.