Creative Planning
PSCT icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

Creative Planning's PSCT Position: Q1 2026 in Review

Creative Planning reduced its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 3.3% in Q1 2026, selling an estimated $19.6K and leaving 9,460 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

Creative Planning first reported a position in PSCT in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.31M in Q4 2021. 102 funds tracked by Wall St. Rank hold PSCT as of Q1 2026.

  • Creative Planning held 9,460 shares of Invesco S&P SmallCap Information Technology ETF worth $568K as of Q1 2026.
  • Creative Planning sold 321 Invesco S&P SmallCap Information Technology ETF shares in Q1 2026, an estimated $19.6K.
  • Invesco S&P SmallCap Information Technology ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2932 holding.
  • Creative Planning first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2018 and has held it in 32 quarters since.
  • Creative Planning's Invesco S&P SmallCap Information Technology ETF position peaked at $2.31M in Q4 2021.
  • 102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.