ZIG
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Zullo Investment Group’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Zullo Investment Group’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-235
Closed -$11.3K – 559
2022
Q4 		$11.3K Hold
235
– – 0.01% 480
2022
Q3 		$11K Buy
235
+7
+3% +$354 0.01% 473
2022
Q2 		$11K Hold
228
– – 0.01% 480
2022
Q1 		$13K Sell
228
-332
-59% -$19.7K 0.01% 490
2021
Q4 		$34K Buy
+560
New +$34K 0.02% 353

Other funds holding PSCF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zullo Investment Group's PSCF Position: Q1 2023 in Review

Zullo Investment Group sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q1 2023, closing a stake of 235 shares — an estimated $11.3K sold.

Zullo Investment Group first reported a position in PSCF in Q4 2021 and held it in 5 quarters. The position peaked at $34K in Q4 2021. 28 funds tracked by Wall St. Rank hold PSCF as of Q1 2023.

  • Zullo Investment Group reported no remaining Invesco S&P SmallCap Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 235 Invesco S&P SmallCap Financials ETF shares in Q1 2023, an estimated $11.3K.
  • Zullo Investment Group first reported a position in Invesco S&P SmallCap Financials ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Invesco S&P SmallCap Financials ETF position peaked at $34K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.