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

AllSquare 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
2025 Q3	–	Sell	-246	Closed	-$11.4K	–	549
2025 Q2	$11.4K	Hold	246	–	–	0.01%	370
2025 Q1	$9.86K	Hold	246	–	–	0.01%	378
2024 Q4	$11.7K	Hold	246	–	–	0.01%	363
2024 Q3	$11.8K	Hold	246	–	–	0.01%	367
2024 Q2	$11.5K	Hold	246	–	–	0.01%	359
2024 Q1	$11.4K	Hold	246	–	–	0.01%	365
2023 Q4	$11.9K	Hold	246	–	–	0.01%	355
2023 Q3	$10.8K	Hold	246	–	–	0.01%	364
2023 Q2	$11.3K	Hold	246	–	–	0.01%	367
2023 Q1	$10.8K	Hold	246	–	–	0.01%	364
2022 Q4	$9.83K	Hold	246	–	–	0.01%	365
2022 Q3	$9K	Hold	246	–	–	0.01%	372
2022 Q2	$10K	Hold	246	–	–	0.01%	370
2022 Q1	$11K	Hold	246	–	–	0.01%	374
2021 Q4	$13K	Hold	246	–	–	0.01%	364
2021 Q3	$11K	Hold	246	–	–	0.01%	367
2021 Q2	$12K	Hold	246	–	–	0.01%	373
2021 Q1	$11K	Hold	246	–	–	0.01%	373
2020 Q4	$10K	Buy	+246	New	+$8.57K	0.01%	353

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

TYCC

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

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

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

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

NFP

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

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

HIM

Harbour Investment Management Edmonds, Washington $194M AUM 15.93% 1-Year Est. Return

AllSquare Wealth Management's PSCT Position: Q3 2025 in Review

AllSquare Wealth Management sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q3 2025, closing a stake of 246 shares — an estimated $11.4K sold.

AllSquare Wealth Management first reported a position in PSCT in Q4 2020 and held it in 19 quarters. The position peaked at $13K in Q4 2021. 92 funds tracked by Wall St. Rank hold PSCT as of Q3 2025.

AllSquare Wealth Management reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q3 2025 after selling out during the quarter.
AllSquare Wealth Management sold 246 Invesco S&P SmallCap Information Technology ETF shares in Q3 2025, an estimated $11.4K.
AllSquare Wealth Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2020 and held it in 19 quarters.
AllSquare Wealth Management's Invesco S&P SmallCap Information Technology ETF position peaked at $13K in Q4 2021.
92 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.