Corient Private Wealth’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Corient Private Wealth’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	$549K	Buy	+5,937	New	+$463K	﹤0.01%	2159
2025 Q1	–	Sell	-4,500	Closed	-$215K	–	2413
2024 Q4	$215K	Hold	4,500	–	–	﹤0.01%	2078
2024 Q3	$215K	Hold	4,500	–	–	﹤0.01%	2197
2024 Q2	$210K	Hold	4,500	–	–	﹤0.01%	2102
2024 Q1	$209K	Hold	4,500	–	–	﹤0.01%	2080
2023 Q4	$217K	Buy	+4,500	New	+$195K	﹤0.01%	2032
2023 Q3	–	Sell	-4,500	Closed	-$221K	–	2216
2023 Q2	$221K	Buy	+4,500	New	+$197K	﹤0.01%	1827

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

Corient Private Wealth's PSCT Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Invesco S&P SmallCap Information Technology ETF (PSCT) in Q2 2026: 5,937 shares worth $549K. The stake represents ﹤0.01% of the portfolio and ranks #2159 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in PSCT as recently as Q4 2024.

Corient Private Wealth first reported a position in PSCT in Q2 2023 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

Corient Private Wealth held 5,937 shares of Invesco S&P SmallCap Information Technology ETF worth $549K as of Q2 2026.
Invesco S&P SmallCap Information Technology ETF was a new Corient Private Wealth position in Q2 2026.
Invesco S&P SmallCap Information Technology ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2159 holding.
Corient Private Wealth first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2023 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.