Avantax Advisory Services’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Avantax Advisory Services’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 Q2	$1.34M	Buy	29,043 +3,276	+13%	+$136K	0.01%	993
2025 Q1	$1.03M	Sell	25,767 -2,500	-9%	-$114K	0.01%	1073
2024 Q4	$1.35M	Sell	28,267 -642	-2%	-$31.2K	0.01%	904
2024 Q3	$1.38M	Buy	28,909 +384	+1%	+$18K	0.01%	855
2024 Q2	$1.33M	Sell	28,525 -794	-3%	-$36.4K	0.01%	830
2024 Q1	$1.36M	Buy	29,319 +2,140	+8%	+$99.3K	0.01%	653
2023 Q4	$1.31M	Sell	27,179 -3,632	-12%	-$158K	0.01%	625
2023 Q3	$1.35M	Sell	30,811 -113	-0.4%	-$5.26K	0.02%	583
2023 Q2	$1.52M	Sell	30,924 -2,889	-9%	-$126K	0.02%	551
2023 Q1	$1.48M	Buy	33,813 +3,060	+10%	+$133K	0.02%	529
2022 Q4	$1.23M	Sell	30,753 -1,395	-4%	-$56.1K	0.02%	561
2022 Q3	$1.19M	Buy	32,148 +1,239	+4%	+$50.6K	0.02%	509
2022 Q2	$1.19M	Buy	30,909 +1,098	+4%	+$45.4K	0.02%	498
2022 Q1	$1.39M	Buy	29,811 +1,872	+7%	+$86.6K	0.02%	457
2021 Q4	$1.44M	Buy	27,939 +990	+4%	+$48.6K	0.02%	430
2021 Q3	$1.26M	Buy	26,949 +2,760	+11%	+$130K	0.02%	428
2021 Q2	$1.16M	Buy	24,189 +8,340	+53%	+$381K	0.02%	443
2021 Q1	$728K	Buy	+15,849	New	+$724K	0.02%	503
2020 Q4	–	Sell	-8,739	Closed	-$250K	–	1250
2020 Q3	$250K	Buy	+8,739	New	+$260K	﹤0.01%	1110
2020 Q2	–	Sell	-13,881	Closed	-$329K	–	882
2020 Q1	$329K	Sell	13,881 -3,390	-20%	-$98.4K	0.01%	545
2019 Q4	$554K	Buy	17,271 +4,488	+35%	+$137K	0.01%	442
2019 Q3	$364K	Buy	+12,783	New	+$361K	0.01%	385

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

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

NFP

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

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

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

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

HIM

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

Avantax Advisory Services's PSCT Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 13% in Q2 2025, buying an estimated $136K and bringing the position to 29,043 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #993.

Avantax Advisory Services first reported a position in PSCT in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.52M in Q2 2023. 86 funds tracked by Wall St. Rank hold PSCT as of Q2 2025.

Avantax Advisory Services held 29,043 shares of Invesco S&P SmallCap Information Technology ETF worth $1.34M as of Q2 2025.
Avantax Advisory Services bought 3,276 Invesco S&P SmallCap Information Technology ETF shares in Q2 2025, an estimated $136K.
Invesco S&P SmallCap Information Technology ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #993 holding.
Avantax Advisory Services first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2019 and has held it in 22 quarters since.
Avantax Advisory Services's Invesco S&P SmallCap Information Technology ETF position peaked at $1.52M in Q2 2023.
86 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.