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Atria Investments’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Atria Investments’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
-28,320
Closed -$1.31M – 2126
2025
Q2 		$1.31M Sell
28,320
-30,858
-52% -$1.28M 0.02% 909
2025
Q1 		$2.37M Buy
+59,178
New +$2.69M 0.03% 637
2023
Q4 		– Sell
-39,814
Closed -$1.74M – 924
2023
Q3 		$1.74M Buy
39,814
+268
+0.7% +$12.5K 0.03% 621
2023
Q2 		$1.94M Sell
39,546
-6,720
-15% -$294K 0.04% 567
2023
Q1 		$2.03M Buy
46,266
+1,764
+4% +$76.5K 0.04% 531
2022
Q4 		$1.78M Sell
44,502
-6,831
-13% -$275K 0.04% 554
2022
Q3 		$1.9M Buy
51,333
+1,998
+4% +$81.7K 0.04% 499
2022
Q2 		$1.91M Buy
49,335
+5,658
+13% +$234K 0.04% 520
2022
Q1 		$2.03M Sell
43,677
-32,106
-42% -$1.48M 0.04% 568
2021
Q4 		$3.91M Buy
75,783
+4,626
+7% +$227K 0.07% 347
2021
Q3 		$3.31M Buy
71,157
+3,765
+6% +$177K 0.06% 366
2021
Q2 		$3.23M Buy
67,392
+7,053
+12% +$322K 0.06% 353
2021
Q1 		$2.76M Buy
60,339
+31,557
+110% +$1.44M 0.06% 361
2020
Q4 		$1.18M Buy
+28,782
New +$1M 0.03% 611
2020
Q1 		– Sell
-6,573
Closed -$210K – 1024
2019
Q4 		$210K Buy
+6,573
New +$200K 0.01% 1133

Other funds holding PSCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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's PSCT Position: Q3 2025 in Review

Atria Investments sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q3 2025, closing a stake of 28,320 shares — an estimated $1.31M sold.

Atria Investments first reported a position in PSCT in Q4 2019 and held it in 15 quarters. The position peaked at $3.91M in Q4 2021. 92 funds tracked by Wall St. Rank hold PSCT as of Q3 2025.

  • Atria Investments reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 28,320 Invesco S&P SmallCap Information Technology ETF shares in Q3 2025, an estimated $1.31M.
  • Atria Investments first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2019 and held it in 15 quarters.
  • Atria Investments's Invesco S&P SmallCap Information Technology ETF position peaked at $3.91M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.