Avantax Planning Partners’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Avantax Planning Partners’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
2022 Q4	–	Sell	-16,323	Closed	-$261K	–	375
2022 Q3	$261K	Hold	16,323	–	–	0.01%	296
2022 Q2	$280K	Hold	16,323	–	–	0.01%	281
2022 Q1	$304K	Hold	16,323	–	–	0.01%	279
2021 Q4	$318K	Buy	+16,323	New	+$802K	0.01%	270
2019 Q4	–	Sell	-10,704	Closed	-$306K	–	319
2019 Q3	$306K	Hold	10,704	–	–	0.02%	228
2019 Q2	$294K	Hold	10,704	–	–	0.02%	232
2019 Q1	$286K	Buy	10,704 +1,113	+12%	+$29K	0.02%	236
2018 Q4	$221K	Sell	9,591 -1,551	-14%	-$38.4K	0.02%	240
2018 Q3	$312K	Buy	11,142 +1,872	+20%	+$53.8K	0.03%	192
2018 Q2	$254K	Buy	+9,270	New	+$251K	0.02%	200

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

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

Theory Financial Fort Collins, Colorado $285M AUM 14.75% 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

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

Avantax Planning Partners's PSCT Position: Q4 2022 in Review

Avantax Planning Partners sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q4 2022, closing a stake of 16,323 shares — an estimated $261K sold.

Avantax Planning Partners first reported a position in PSCT in Q2 2018 and held it in 10 quarters. The position peaked at $318K in Q4 2021. 86 funds tracked by Wall St. Rank hold PSCT as of Q4 2022.

Avantax Planning Partners reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q4 2022 after selling out during the quarter.
Avantax Planning Partners sold 16,323 Invesco S&P SmallCap Information Technology ETF shares in Q4 2022, an estimated $261K.
Avantax Planning Partners first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2018 and held it in 10 quarters.
Avantax Planning Partners's Invesco S&P SmallCap Information Technology ETF position peaked at $318K in Q4 2021.
86 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2022.

Based on Avantax Planning Partners's 13F filing for Q4 2022, filed 10 Feb 2023.