Selective Wealth Management’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Selective Wealth Management’s Portfolio PSCU Stock Details PSCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-206	Closed	-$11K	–	574
2022 Q3	$11K	Buy	206 +2	+1%	+$117	﹤0.01%	508
2022 Q2	$12K	Hold	204	–	–	﹤0.01%	545
2022 Q1	$13K	Buy	204 +3	+1%	+$192	﹤0.01%	506
2021 Q4	$14K	Buy	201 +2	+1%	+$134	0.01%	455
2021 Q3	$13K	Hold	199	–	–	0.01%	405
2021 Q2	$13K	Sell	199 -100	-33%	-$6.55K	0.01%	312
2021 Q1	$19K	Sell	299 -494	-62%	-$29.9K	0.02%	195
2020 Q4	$43K	Buy	793 +3	+0.4%	+$148	0.03%	122
2020 Q3	$35K	Buy	790 +3	+0.4%	+$145	0.03%	118
2020 Q2	$38K	Buy	787 +2	+0.3%	+$96	0.03%	125
2020 Q1	$36K	Buy	785 +8	+1%	+$411	0.06%	77
2019 Q4	$41K	Buy	777 +4	+0.5%	+$207	0.05%	83
2019 Q3	$41K	Buy	+773	New	+$40.7K	0.06%	86

Other funds holding PSCU

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Selective Wealth Management's PSCU Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q4 2022, closing a stake of 206 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in PSCU in Q3 2019 and held it in 13 quarters. The position peaked at $43K in Q4 2020. 19 funds tracked by Wall St. Rank hold PSCU as of Q4 2022.

Selective Wealth Management reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 206 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q4 2022, an estimated $11K.
Selective Wealth Management first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $43K in Q4 2020.
19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.