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Zullo Investment Group’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Zullo Investment Group’s Portfolio PSCH Stock Details PSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-318
Closed -$14K – 557
2022
Q4 		$14K Hold
318
– – 0.01% 444
2022
Q3 		$14K Hold
318
– – 0.01% 446
2022
Q2 		$15K Hold
318
– – 0.01% 443
2022
Q1 		$17K Sell
318
-471
-60% -$25K 0.01% 457
2021
Q4 		$47K Buy
+789
New +$47.4K 0.02% 317

Other funds holding PSCH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Zullo Investment Group sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2023, closing a stake of 318 shares — an estimated $14K sold.

Zullo Investment Group first reported a position in PSCH in Q4 2021 and held it in 5 quarters. The position peaked at $47K in Q4 2021. 83 funds tracked by Wall St. Rank hold PSCH as of Q1 2023.

  • Zullo Investment Group reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 318 Invesco S&P SmallCap Health Care ETF shares in Q1 2023, an estimated $14K.
  • Zullo Investment Group first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Invesco S&P SmallCap Health Care ETF position peaked at $47K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2023.

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