Zullo Investment Group’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-534	Closed	-$21.3K	–	561
2022 Q4	$21.3K	Hold	534	–	–	0.01%	386
2022 Q3	$20K	Hold	534	–	–	0.01%	392
2022 Q2	$21K	Hold	534	–	–	0.01%	396
2022 Q1	$25K	Sell	534 -498	-48%	-$23K	0.01%	398
2021 Q4	$53K	Buy	+1,032	New	+$50.7K	0.03%	298

Other funds holding PSCT

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

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

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

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

Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

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

HIM

Harbour Investment Management Edmonds, Washington $184M AUM 15.23% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Zullo Investment Group sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q1 2023, closing a stake of 534 shares — an estimated $21.3K sold.

Zullo Investment Group first reported a position in PSCT in Q4 2021 and held it in 5 quarters. The position peaked at $53K in Q4 2021. 82 funds tracked by Wall St. Rank hold PSCT as of Q1 2023.

Zullo Investment Group reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 534 Invesco S&P SmallCap Information Technology ETF shares in Q1 2023, an estimated $21.3K.
Zullo Investment Group first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Invesco S&P SmallCap Information Technology ETF position peaked at $53K in Q4 2021.
82 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2023.

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