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

Cahill 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
2021
Q4 		– Sell
-153
Closed -$7K – 620
2021
Q3 		$7K Buy
+153
New +$7.21K ﹤0.01% 616

Other funds holding PSCT

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Cahill Financial Advisors's PSCT Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q4 2021, closing a stake of 153 shares — an estimated $7K sold.

Cahill Financial Advisors first reported a position in PSCT in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 83 funds tracked by Wall St. Rank hold PSCT as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 153 Invesco S&P SmallCap Information Technology ETF shares in Q4 2021, an estimated $7K.
  • Cahill Financial Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $7K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.