Baltimore-Washington Financial Advisors’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Baltimore-Washington Financial Advisors’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 Q2	$1.9M	Hold	20,569	–	–	0.07%	81
2026 Q1	$1.24M	Hold	20,569	–	–	0.05%	84
2025 Q4	$1.16M	Hold	20,569	–	–	0.05%	91
2025 Q3	$1.09M	Hold	20,569	–	–	0.05%	94
2025 Q2	$951K	Hold	20,569	–	–	0.04%	93
2025 Q1	$824K	Hold	20,569	–	–	0.04%	90
2024 Q4	$982K	Hold	20,569	–	–	0.05%	90
2024 Q3	$985K	Buy	+20,569	New	+$963K	0.05%	92

Other funds holding PSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return

KJHP

K.J. Harrison & Partners Toronto, Ontario, Canada $706M AUM 48.92% 1-Year Est. Return

Baltimore-Washington Financial Advisors's PSCT Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q2 2026 at 20,569 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #81.

Baltimore-Washington Financial Advisors first reported a position in PSCT in Q3 2024 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

Baltimore-Washington Financial Advisors held 20,569 shares of Invesco S&P SmallCap Information Technology ETF worth $1.9M as of Q2 2026.
Baltimore-Washington Financial Advisors left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Information Technology ETF made up 0.07% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #81 holding.
Baltimore-Washington Financial Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.