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 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

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

Cascade Financial Partners's PSCT Position: Q1 2026 in Review

Cascade Financial Partners reduced its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 1.4% in Q1 2026, selling an estimated $12.2K and leaving 14,158 shares worth $851K. The position accounts for 0.09% of the portfolio, ranked #130.

Cascade Financial Partners first reported a position in PSCT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2024. 102 funds tracked by Wall St. Rank hold PSCT as of Q1 2026.

Cascade Financial Partners held 14,158 shares of Invesco S&P SmallCap Information Technology ETF worth $851K as of Q1 2026.
Cascade Financial Partners sold 200 Invesco S&P SmallCap Information Technology ETF shares in Q1 2026, an estimated $12.2K.
Invesco S&P SmallCap Information Technology ETF made up 0.09% of Cascade Financial Partners's portfolio in Q1 2026, its #130 holding.
Cascade Financial Partners first reported a position in Invesco S&P SmallCap Information Technology ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Invesco S&P SmallCap Information Technology ETF position peaked at $1.03M in Q3 2024.
102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.