Creative Planning’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Creative Planning’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	$615K	Sell	6,653 -2,807	-30%	-$219K	﹤0.01%	3037
2026 Q1	$568K	Sell	9,460 -321	-3%	-$19.6K	﹤0.01%	2932
2025 Q4	$554K	Buy	9,781 +74	+0.8%	+$4.21K	﹤0.01%	2751
2025 Q3	$515K	Sell	9,707 -3,011	-24%	-$145K	﹤0.01%	2694
2025 Q2	$588K	Sell	12,718 -431	-3%	-$17.9K	﹤0.01%	2318
2025 Q1	$527K	Buy	13,149 +287	+2%	+$13.1K	﹤0.01%	2235
2024 Q4	$614K	Buy	12,862 +2,753	+27%	+$134K	﹤0.01%	2042
2024 Q3	$484K	Sell	10,109 -1,653	-14%	-$77.4K	﹤0.01%	2136
2024 Q2	$549K	Hold	11,762	–	–	﹤0.01%	1867
2024 Q1	$546K	Buy	11,762 +670	+6%	+$31.1K	﹤0.01%	1798
2023 Q4	$535K	Sell	11,092 -5,855	-35%	-$254K	﹤0.01%	1668
2023 Q3	$742K	Sell	16,947 -13,530	-44%	-$630K	﹤0.01%	1313
2023 Q2	$1.5M	Sell	30,477 -3,510	-10%	-$154K	﹤0.01%	937
2023 Q1	$1.49M	Sell	33,987 -1,293	-4%	-$56.1K	﹤0.01%	897
2022 Q4	$1.41M	Sell	35,280 -975	-3%	-$39.2K	﹤0.01%	873
2022 Q3	$1.34M	Hold	36,255	–	–	﹤0.01%	837
2022 Q2	$1.4M	Sell	36,255 -8,871	-20%	-$367K	﹤0.01%	838
2022 Q1	$2.1M	Buy	45,126 +225	+0.5%	+$10.4K	﹤0.01%	708
2021 Q4	$2.31M	Buy	44,901 +195	+0.4%	+$9.58K	﹤0.01%	646
2021 Q3	$2.08M	Buy	44,706 +1,737	+4%	+$81.8K	﹤0.01%	676
2021 Q2	$2.06M	Sell	42,969 -3,840	-8%	-$176K	﹤0.01%	674
2021 Q1	$2.14M	Sell	46,809 -222	-0.5%	-$10.1K	﹤0.01%	694
2020 Q4	$1.92M	Sell	47,031 -309	-0.7%	-$10.8K	﹤0.01%	683
2020 Q3	$1.36M	Buy	47,340 +1,101	+2%	+$32.7K	﹤0.01%	692
2020 Q2	$1.34M	Sell	46,239 -4,977	-10%	-$134K	﹤0.01%	639
2020 Q1	$1.21M	Sell	51,216 -2,925	-5%	-$84.9K	﹤0.01%	573
2019 Q4	$1.73M	Hold	54,141	–	–	0.01%	564
2019 Q3	$1.55M	Hold	54,141	–	–	0.01%	577
2019 Q2	$1.51M	Sell	54,141 -4,812	-8%	-$132K	0.01%	591
2019 Q1	$1.58M	Buy	58,953 +15	+0%	+$391	0.01%	551
2018 Q4	$1.36M	Buy	58,938 +1,638	+3%	+$40.6K	0.01%	541
2018 Q3	$1.6M	Sell	57,300 -435	-0.8%	-$12.5K	0.01%	550
2018 Q2	$1.58M	Buy	+57,735	New	+$1.56M	0.01%	537

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

Creative Planning's PSCT Position: Q2 2026 in Review

Creative Planning reduced its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 30% in Q2 2026, selling an estimated $219K and leaving 6,653 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Creative Planning first reported a position in PSCT in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.31M in Q4 2021. 122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

Creative Planning held 6,653 shares of Invesco S&P SmallCap Information Technology ETF worth $615K as of Q2 2026.
Creative Planning sold 2,807 Invesco S&P SmallCap Information Technology ETF shares in Q2 2026, an estimated $219K.
Invesco S&P SmallCap Information Technology ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3037 holding.
Creative Planning first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2018 and has held it in 33 quarters since.
Creative Planning's Invesco S&P SmallCap Information Technology ETF position peaked at $2.31M in Q4 2021.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.