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

Baystate 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
2023 Q4	$4.2K	Hold	87	–	–	﹤0.01%	926
2023 Q3	$3.81K	Hold	87	–	–	﹤0.01%	721
2023 Q2	$4.27K	Hold	87	–	–	﹤0.01%	726
2023 Q1	$3.81K	Hold	87	–	–	﹤0.01%	730
2022 Q4	$3K	Hold	87	–	–	﹤0.01%	752
2022 Q3	$3K	Hold	87	–	–	﹤0.01%	707
2022 Q2	$3K	Hold	87	–	–	﹤0.01%	727
2022 Q1	$4K	Hold	87	–	–	﹤0.01%	688
2021 Q4	$4K	Hold	87	–	–	﹤0.01%	684
2021 Q3	$4K	Hold	87	–	–	﹤0.01%	619
2021 Q2	$4K	Buy	+87	New	+$3.98K	﹤0.01%	587

Other funds holding PSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HIM

Harbour Investment Management Edmonds, Washington $184M AUM 15.23% 1-Year Est. Return

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

NFP

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

Baystate Wealth Management's PSCT Position: Q4 2023 in Review

Baystate Wealth Management held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q4 2023 at 87 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Baystate Wealth Management first reported a position in PSCT in Q2 2021 and has held it in 11 quarters since. The position peaked at $4.27K in Q2 2023. 88 funds tracked by Wall St. Rank hold PSCT as of Q4 2023.

Baystate Wealth Management held 87 shares of Invesco S&P SmallCap Information Technology ETF worth $4.2K as of Q4 2023.
Baystate Wealth Management left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q4 2023.
Invesco S&P SmallCap Information Technology ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #926 holding.
Baystate Wealth Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2021 and has held it in 11 quarters since.
Baystate Wealth Management's Invesco S&P SmallCap Information Technology ETF position peaked at $4.27K in Q2 2023.
88 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.