Fulcrum Equity Management’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Fulcrum Equity Management’s Portfolio PSCD Stock Details PSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-26,400	Closed	-$2.84M	–	199
2021 Q3	$2.84M	Sell	26,400 -466	-2%	-$52.3K	1.1%	22
2021 Q2	$3.15M	Buy	+26,866	New	+$3.11M	1.18%	12

Other funds holding PSCD

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Fulcrum Equity Management's PSCD Position: Q4 2021 in Review

Fulcrum Equity Management sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q4 2021, closing a stake of 26,400 shares — an estimated $2.84M sold.

Fulcrum Equity Management first reported a position in PSCD in Q2 2021 and held it in 2 quarters. The position peaked at $3.15M in Q2 2021. 29 funds tracked by Wall St. Rank hold PSCD as of Q4 2021.

Fulcrum Equity Management reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 26,400 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q4 2021, an estimated $2.84M.
Fulcrum Equity Management first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q2 2021 and held it in 2 quarters.
Fulcrum Equity Management's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $3.15M in Q2 2021.
29 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.