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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
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

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Morgan Stanley
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return