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

Cassaday & Co 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
2026 Q3	$606K	Hold	7,500	–	–	0.01%	217
2026 Q2	$693K	Hold	7,500	–	–	0.01%	193
2026 Q1	$451K	Hold	7,500	–	–	0.01%	232
2025 Q4	$425K	Hold	7,500	–	–	0.01%	238
2025 Q3	$398K	Buy	+7,500	New	+$362K	0.01%	239
2025 Q2	–	Sell	-7,500	Closed	-$301K	–	338
2025 Q1	$301K	Buy	+7,500	New	+$341K	0.01%	255
2024 Q4	–	Sell	-6,000	Closed	-$287K	–	336
2024 Q3	$287K	Buy	+6,000	New	+$281K	0.01%	248

Other funds holding PSCT

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

First Growth Capital Pikesville, Maryland $124M AUM 37.1% 1-Year Est. Return

Cassaday & Co Wealth Management's PSCT Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q3 2026 at 7,500 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #217.

Cassaday & Co Wealth Management first reported a position in PSCT in Q3 2024 and has held it in 7 quarters since. The position peaked at $693K in Q2 2026. 36 funds tracked by Wall St. Rank hold PSCT as of Q3 2026.

Cassaday & Co Wealth Management held 7,500 shares of Invesco S&P SmallCap Information Technology ETF worth $606K as of Q3 2026.
Cassaday & Co Wealth Management left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q3 2026.
Invesco S&P SmallCap Information Technology ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #217 holding.
Cassaday & Co Wealth Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
Cassaday & Co Wealth Management's Invesco S&P SmallCap Information Technology ETF position peaked at $693K in Q2 2026.
36 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.