Biltmore Family Office’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Biltmore Family Office’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	$44.2K	Hold	735	–	–	0.01%	278
2025 Q4	$41.6K	Hold	735	–	–	0.01%	275
2025 Q3	$39K	Hold	735	–	–	0.01%	249
2025 Q2	$34K	Hold	735	–	–	0.01%	246
2025 Q1	$29.5K	Hold	735	–	–	0.01%	237
2024 Q4	$35.1K	Hold	735	–	–	0.01%	235
2024 Q3	$35.2K	Hold	735	–	–	0.01%	235
2024 Q2	$34.3K	Hold	735	–	–	0.01%	210
2024 Q1	$34.1K	Hold	735	–	–	0.01%	207
2023 Q4	$35.5K	Hold	735	–	–	0.01%	202
2023 Q3	$32.2K	Hold	735	–	–	0.01%	203
2023 Q2	$36.1K	Hold	735	–	–	0.01%	200
2023 Q1	$32.2K	Hold	735	–	–	0.01%	241
2022 Q4	$29.4K	Hold	735	–	–	0.01%	232
2022 Q3	$27K	Hold	735	–	–	0.01%	185
2022 Q2	$28K	Hold	735	–	–	0.01%	185
2022 Q1	$34K	Hold	735	–	–	0.01%	191
2021 Q4	$38K	Hold	735	–	–	0.01%	209
2021 Q3	$34K	Hold	735	–	–	0.01%	188
2021 Q2	$35K	Hold	735	–	–	0.01%	171
2021 Q1	$34K	Hold	735	–	–	0.01%	164
2020 Q4	$30K	Hold	735	–	–	0.01%	165
2020 Q3	$21K	Hold	735	–	–	0.01%	149
2020 Q2	$21K	Hold	735	–	–	0.01%	163
2020 Q1	$17K	Hold	735	–	–	0.01%	161
2019 Q4	$24K	Hold	735	–	–	0.01%	183
2019 Q3	$21K	Hold	735	–	–	0.01%	162
2019 Q2	$20K	Buy	+735	New	+$20.1K	0.01%	150

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

Biltmore Family Office's PSCT Position: Q1 2026 in Review

Biltmore Family Office held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q1 2026 at 735 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #278.

Biltmore Family Office first reported a position in PSCT in Q2 2019 and has held it in 28 quarters since. 102 funds tracked by Wall St. Rank hold PSCT as of Q1 2026.

Biltmore Family Office held 735 shares of Invesco S&P SmallCap Information Technology ETF worth $44.2K as of Q1 2026.
Biltmore Family Office left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Information Technology ETF made up 0.01% of Biltmore Family Office's portfolio in Q1 2026, its #278 holding.
Biltmore Family Office first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2019 and has held it in 28 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.