Ullmann Wealth Partners Group’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-32,796
Closed -$553K 61
2017
Q3
$553K Buy
32,796
+20,973
+177% +$354K 0.55% 28
2017
Q2
$213K Sell
11,823
-12,719
-52% -$229K 0.15% 54
2017
Q1
$449K Buy
24,542
+19
+0.1% +$348 0.37% 29
2016
Q4
$466K Buy
+24,523
New +$466K 0.44% 30