AE Wealth Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

AE Wealth Management’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 Q1	$1.32K	Sell	22 -11	-33%	-$671	﹤0.01%	2500
2025 Q4	$1.87K	Hold	33	–	–	﹤0.01%	2343
2025 Q3	$1.75K	Sell	33 -21	-39%	-$1.01K	﹤0.01%	2179
2025 Q2	$2.5K	Hold	54	–	–	﹤0.01%	2033
2025 Q1	$2.16K	Hold	54	–	–	﹤0.01%	2024
2024 Q4	$2.58K	Buy	+54	New	+$2.63K	﹤0.01%	1985
2022 Q1	–	Sell	-5,976	Closed	-$308K	–	1782
2021 Q4	$308K	Buy	5,976 +1,089	+22%	+$53.5K	﹤0.01%	1433
2021 Q3	$227K	Buy	4,887 +180	+4%	+$8.48K	﹤0.01%	1481
2021 Q2	$225K	Buy	+4,707	New	+$215K	﹤0.01%	1459

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

TYCC

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

AE Wealth Management's PSCT Position: Q1 2026 in Review

AE Wealth Management reduced its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 33% in Q1 2026, selling an estimated $671 and leaving 22 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

AE Wealth Management first reported a position in PSCT in Q2 2021 and has held it in 9 quarters since. The position peaked at $308K in Q4 2021. 102 funds tracked by Wall St. Rank hold PSCT as of Q1 2026.

AE Wealth Management held 22 shares of Invesco S&P SmallCap Information Technology ETF worth $1.32K as of Q1 2026.
AE Wealth Management sold 11 Invesco S&P SmallCap Information Technology ETF shares in Q1 2026, an estimated $671.
Invesco S&P SmallCap Information Technology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2500 holding.
AE Wealth Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2021 and has held it in 9 quarters since.
AE Wealth Management's Invesco S&P SmallCap Information Technology ETF position peaked at $308K in Q4 2021.
102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.