Zullo Investment Group’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Zullo Investment Group’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
2023 Q1	–	Sell	-99	Closed	-$8.79K	–	558
2022 Q4	$8.79K	Hold	99	–	–	0.01%	508
2022 Q3	$8K	Hold	99	–	–	0.01%	525
2022 Q2	$8K	Hold	99	–	–	0.01%	540
2022 Q1	$9K	Hold	99	–	–	﹤0.01%	559
2021 Q4	$10K	Buy	+99	New	+$9.65K	0.01%	531

Other funds holding PSCI

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

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

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

SIC

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

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

LCGC

Legacy Capital Group California Los Gatos, California $263M AUM 37.58% 1-Year Est. Return

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

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

TRCT

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

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

Zullo Investment Group sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2023, closing a stake of 99 shares — an estimated $8.79K sold.

Zullo Investment Group first reported a position in PSCI in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 30 funds tracked by Wall St. Rank hold PSCI as of Q1 2023.

Zullo Investment Group reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 99 Invesco S&P SmallCap Industrials ETF shares in Q1 2023, an estimated $8.79K.
Zullo Investment Group first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Invesco S&P SmallCap Industrials ETF position peaked at $10K in Q4 2021.
30 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2023.

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