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Fulcrum Equity Management’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Fulcrum Equity 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
2021
Q3 		– Sell
-17,682
Closed -$630K – 216
2021
Q2 		$630K Buy
+17,682
New +$615K 0.24% 90

Other funds holding PSCC

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fulcrum Equity Management's PSCC Position: Q3 2021 in Review

Fulcrum Equity Management sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q3 2021, closing a stake of 17,682 shares — an estimated $630K sold.

Fulcrum Equity Management first reported a position in PSCC in Q2 2021 and held it in 1 quarter. The position peaked at $630K in Q2 2021. 35 funds tracked by Wall St. Rank hold PSCC as of Q3 2021.

  • Fulcrum Equity Management reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q3 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 17,682 Invesco S&P SmallCap Consumer Staples ETF shares in Q3 2021, an estimated $630K.
  • Fulcrum Equity Management first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q2 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's Invesco S&P SmallCap Consumer Staples ETF position peaked at $630K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.