Clean Yield Group’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Clean Yield Group’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
2024 Q2	–	Sell	-450	Closed	-$20.9K	–	395
2024 Q1	$20.9K	Hold	450	–	–	0.01%	284
2023 Q4	$21.7K	Hold	450	–	–	0.01%	275
2023 Q3	$19.9K	Hold	450	–	–	0.01%	280
2023 Q2	$22.1K	Hold	450	–	–	0.01%	282
2023 Q1	$19.7K	Hold	450	–	–	0.01%	284
2022 Q4	$18K	Hold	450	–	–	0.01%	297
2022 Q3	$17K	Hold	450	–	–	0.01%	293
2022 Q2	$17K	Hold	450	–	–	0.01%	305
2022 Q1	$21K	Hold	450	–	–	0.01%	310
2021 Q4	$23K	Hold	450	–	–	0.01%	316
2021 Q3	$21K	Hold	450	–	–	0.01%	321
2021 Q2	$22K	Buy	+450	New	+$20.6K	0.01%	318
2021 Q1	–	Sell	-630	Closed	-$26K	–	319
2020 Q4	$26K	Buy	+630	New	+$22K	0.01%	292

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

Clean Yield Group's PSCT Position: Q2 2024 in Review

Clean Yield Group sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q2 2024, closing a stake of 450 shares — an estimated $20.9K sold.

Clean Yield Group first reported a position in PSCT in Q4 2020 and held it in 13 quarters. The position peaked at $26K in Q4 2020. 96 funds tracked by Wall St. Rank hold PSCT as of Q2 2024.

Clean Yield Group reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 450 Invesco S&P SmallCap Information Technology ETF shares in Q2 2024, an estimated $20.9K.
Clean Yield Group first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2020 and held it in 13 quarters.
Clean Yield Group's Invesco S&P SmallCap Information Technology ETF position peaked at $26K in Q4 2020.
96 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.