Zullo Investment Group’s Invesco S&P SmallCap Materials ETF PSCM Stock Holding History

Zullo Investment Group’s Portfolio PSCM Stock Details PSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-76	Closed	-$4.73K	–	560
2022 Q4	$4.73K	Hold	76	–	–	﹤0.01%	609
2022 Q3	$4K	Hold	76	–	–	﹤0.01%	630
2022 Q2	$4K	Hold	76	–	–	﹤0.01%	661
2022 Q1	$5K	Hold	76	–	–	﹤0.01%	664
2021 Q4	$5K	Buy	+76	New	+$5.03K	﹤0.01%	665

Other funds holding PSCM

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TRCT

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

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

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

Zullo Investment Group sold out of Invesco S&P SmallCap Materials ETF (PSCM) in Q1 2023, closing a stake of 76 shares — an estimated $4.73K sold.

Zullo Investment Group first reported a position in PSCM in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 17 funds tracked by Wall St. Rank hold PSCM as of Q1 2023.

Zullo Investment Group reported no remaining Invesco S&P SmallCap Materials ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 76 Invesco S&P SmallCap Materials ETF shares in Q1 2023, an estimated $4.73K.
Zullo Investment Group first reported a position in Invesco S&P SmallCap Materials ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Invesco S&P SmallCap Materials ETF position peaked at $5K in Q1 2022.
17 funds tracked by Wall St. Rank held Invesco S&P SmallCap Materials ETF as of Q1 2023.

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