Cascade Financial Partners’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Cascade Financial Partners’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 Q2	$1.16M	Sell	12,558 -1,600	-11%	-$125K	0.1%	115
2026 Q1	$851K	Sell	14,158 -200	-1%	-$12.2K	0.09%	130
2025 Q4	$813K	Sell	14,358 -226	-2%	-$12.9K	0.08%	132
2025 Q3	$774K	Buy	14,584 +225	+2%	+$10.9K	0.09%	134
2025 Q2	$664K	Sell	14,359 -1,227	-8%	-$50.9K	0.08%	144
2025 Q1	$625K	Sell	15,586 -3,725	-19%	-$169K	0.08%	142
2024 Q4	$922K	Sell	19,311 -2,400	-11%	-$117K	0.12%	105
2024 Q3	$1.03M	Hold	21,711	–	–	0.13%	99
2024 Q2	$1.01M	Hold	21,711	–	–	0.13%	98
2024 Q1	$957K	Buy	+21,711	New	+$1.01M	0.14%	101

Other funds holding PSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return

KJHP

K.J. Harrison & Partners Toronto, Ontario, Canada $706M AUM 48.92% 1-Year Est. Return

Cascade Financial Partners's PSCT Position: Q2 2026 in Review

Cascade Financial Partners reduced its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 11% in Q2 2026, selling an estimated $125K and leaving 12,558 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #115.

Cascade Financial Partners first reported a position in PSCT in Q1 2024 and has held it in 10 quarters since. 122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

Cascade Financial Partners held 12,558 shares of Invesco S&P SmallCap Information Technology ETF worth $1.16M as of Q2 2026.
Cascade Financial Partners sold 1,600 Invesco S&P SmallCap Information Technology ETF shares in Q2 2026, an estimated $125K.
Invesco S&P SmallCap Information Technology ETF made up 0.1% of Cascade Financial Partners's portfolio in Q2 2026, its #115 holding.
Cascade Financial Partners first reported a position in Invesco S&P SmallCap Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.