Bartlett & Co Wealth Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Bartlett & Co Wealth Management’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
2024 Q3	–	Sell	-195	Closed	-$9.11K	–	1150
2024 Q2	$9.11K	Hold	195	–	–	﹤0.01%	927
2024 Q1	$9.05K	Hold	195	–	–	﹤0.01%	921
2023 Q4	$9.54K	Hold	195	–	–	﹤0.01%	1010
2023 Q3	$8.54K	Hold	195	–	–	﹤0.01%	945
2023 Q2	$9.58K	Hold	195	–	–	﹤0.01%	932
2023 Q1	$8.55K	Hold	195	–	–	﹤0.01%	840
2022 Q4	$7.79K	Hold	195	–	–	﹤0.01%	860
2022 Q3	$7.22K	Hold	195	–	–	﹤0.01%	872
2022 Q2	$7.54K	Hold	195	–	–	﹤0.01%	934
2022 Q1	$9.06K	Buy	+195	New	+$9.02K	﹤0.01%	847
2021 Q4	–	Sell	-195	Closed	-$9.08K	–	759
2021 Q3	$9.08K	Hold	195	–	–	﹤0.01%	712
2021 Q2	$9.33K	Hold	195	–	–	﹤0.01%	699
2021 Q1	$8.93K	Hold	195	–	–	﹤0.01%	743
2020 Q4	$7.96K	Hold	195	–	–	﹤0.01%	755
2020 Q3	$5.62K	Hold	195	–	–	﹤0.01%	728
2020 Q2	$5.66K	Buy	+195	New	+$5.25K	﹤0.01%	729

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

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 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

Bartlett & Co Wealth Management's PSCT Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q3 2024, closing a stake of 195 shares — an estimated $9.11K sold.

Bartlett & Co Wealth Management first reported a position in PSCT in Q2 2020 and held it in 16 quarters. The position peaked at $9.58K in Q2 2023. 96 funds tracked by Wall St. Rank hold PSCT as of Q3 2024.

Bartlett & Co Wealth Management reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q3 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 195 Invesco S&P SmallCap Information Technology ETF shares in Q3 2024, an estimated $9.11K.
Bartlett & Co Wealth Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2020 and held it in 16 quarters.
Bartlett & Co Wealth Management's Invesco S&P SmallCap Information Technology ETF position peaked at $9.58K in Q2 2023.
96 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.