Wintrust Investments’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Wintrust Investments’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
2020 Q2	–	Sell	-4,183	Closed	-$201K	–	371
2020 Q1	$201K	Sell	4,183 -100	-2%	-$6.38K	0.03%	303
2019 Q4	$307K	Sell	4,283 -15	-0.3%	-$1.04K	0.04%	284
2019 Q3	$289K	Hold	4,298	–	–	0.04%	289
2019 Q2	$286K	Sell	4,298 -2	-0%	-$130	0.04%	293
2019 Q1	$271K	Hold	4,300	–	–	0.04%	284
2018 Q4	$239K	Hold	4,300	–	–	0.04%	285
2018 Q3	$316K	Hold	4,300	–	–	0.05%	279
2018 Q2	$291K	Buy	+4,300	New	+$286K	0.05%	285

Other funds holding PSCI

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

SIC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wintrust Investments's PSCI Position: Q2 2020 in Review

Wintrust Investments sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2020, closing a stake of 4,183 shares — an estimated $201K sold.

Wintrust Investments first reported a position in PSCI in Q2 2018 and held it in 8 quarters. The position peaked at $316K in Q3 2018. 16 funds tracked by Wall St. Rank hold PSCI as of Q2 2020.

Wintrust Investments reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q2 2020 after selling out during the quarter.
Wintrust Investments sold 4,183 Invesco S&P SmallCap Industrials ETF shares in Q2 2020, an estimated $201K.
Wintrust Investments first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2018 and held it in 8 quarters.
Wintrust Investments's Invesco S&P SmallCap Industrials ETF position peaked at $316K in Q3 2018.
16 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2020.

Based on Wintrust Investments's 13F filing for Q2 2020, filed 7 Aug 2020.