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 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

LPL Financial San Diego, California $445B AUM 25.58% 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

CAP

Cordoba Advisory Partners New York $472M AUM

LWP

LFG Wealth Partners Elizabethtown, Kentucky $213M AUM

HIM

Harbour Investment Management Edmonds, Washington $194M AUM 15.93% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cassaday & Co Wealth Management's PSCT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q2 2026 at 7,500 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #193.

Cassaday & Co Wealth Management first reported a position in PSCT in Q3 2024 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

Cassaday & Co Wealth Management held 7,500 shares of Invesco S&P SmallCap Information Technology ETF worth $693K as of Q2 2026.
Cassaday & Co Wealth Management left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Information Technology ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #193 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 6 quarters since.
76 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.