Fulcrum Equity Management Invesco S&P Smallcap Consumer Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Jan 25, 2022	SELL	$97.19 - $106.49 $572,837 - $627,652	-5,894 Closed	0 $0
Q2 2021 Jul 15, 2021	BUY	$99.43 - $110.63 $586,040 - $652,053	5,894 New	5,894 $630,000

Others Institutions Holding PSCC

# of Institutions

40

Shares Held

447K

Call Options Held

0

Put Options Held

0

Pacific Sun Financial Corp

56K
Shares

$2.23 Million
1.25% of portfolio
Cambridge Investment Research Advisors, Inc.

51.2K
Shares

$2.04 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

44.1K
Shares

$1.76 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

42.2K
Shares

$1.68 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

40.9K
Shares

$1.63 Million
0.01% of portfolio

About INVESCO S&P SMALLCAP CONSUMER

Ticker PSCC
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