CARLSON FINANCIAL, INC.’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

CARLSON FINANCIAL, INC.’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
2026 Q2	$432K	Buy	4,673 +958	+26%	+$74.7K	0.22%	100
2026 Q1	$223K	Buy	3,715 +130	+4%	+$7.93K	0.13%	153
2025 Q4	$203K	Buy	+3,585	New	+$204K	0.12%	171

Other funds holding PSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return

KJHP

K.J. Harrison & Partners Toronto, Ontario, Canada $706M AUM 48.92% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s PSCT Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 26% in Q2 2026, buying an estimated $74.7K and bringing the position to 4,673 shares worth $432K. The position accounts for 0.22% of the portfolio, ranked #100.

CARLSON FINANCIAL, INC. first reported a position in PSCT in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

CARLSON FINANCIAL, INC. held 4,673 shares of Invesco S&P SmallCap Information Technology ETF worth $432K as of Q2 2026.
CARLSON FINANCIAL, INC. bought 958 Invesco S&P SmallCap Information Technology ETF shares in Q2 2026, an estimated $74.7K.
Invesco S&P SmallCap Information Technology ETF made up 0.22% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #100 holding.
CARLSON FINANCIAL, INC. first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.