Jaffetilchin Investment Partners’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Jaffetilchin Investment Partners’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
2025 Q1	–	Sell	-2,025	Closed	-$272K	–	433
2024 Q4	$272K	Buy	+2,025	New	+$280K	0.02%	327
2024 Q2	–	Sell	-2,204	Closed	-$280K	–	373
2024 Q1	$280K	Buy	+2,204	New	+$258K	0.03%	300

Other funds holding PSCI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jaffetilchin Investment Partners's PSCI Position: Q1 2025 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2025, closing a stake of 2,025 shares — an estimated $272K sold.

Jaffetilchin Investment Partners first reported a position in PSCI in Q1 2024 and held it in 2 quarters. The position peaked at $280K in Q1 2024. 56 funds tracked by Wall St. Rank hold PSCI as of Q1 2025.

Jaffetilchin Investment Partners reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2025 after selling out during the quarter.
Jaffetilchin Investment Partners sold 2,025 Invesco S&P SmallCap Industrials ETF shares in Q1 2025, an estimated $272K.
Jaffetilchin Investment Partners first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2024 and held it in 2 quarters.
Jaffetilchin Investment Partners's Invesco S&P SmallCap Industrials ETF position peaked at $280K in Q1 2024.
56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2025, filed 24 Apr 2025.