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CVA Family Office’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

CVA Family Office’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 		$45.1K Hold
750
– – ﹤0.01% 620
2025
Q4 		$42.5K Hold
750
– – ﹤0.01% 575
2025
Q3 		$39.8K Hold
750
– – 0.01% 585
2025
Q2 		$34.7K Sell
750
-355
-32% -$14.7K ﹤0.01% 598
2025
Q1 		$44.3K Hold
1,105
– – 0.01% 541
2024
Q4 		$52.7K Hold
1,105
– – 0.01% 512
2024
Q3 		$52.9K Hold
1,105
– – 0.01% 498
2024
Q2 		$51.6K Hold
1,105
– – 0.01% 489
2024
Q1 		$51.3K Hold
1,105
– – 0.01% 494
2023
Q4 		$53.3K Buy
+1,105
New +$48K 0.01% 458
2023
Q3 		– Sell
-1,425
Closed -$70K – 768
2023
Q2 		$70K Hold
1,425
– – 0.01% 372
2023
Q1 		$62.5K Buy
+1,425
New +$61.8K 0.01% 396
2022
Q4 		– Sell
-1,425
Closed -$53K – 993
2022
Q3 		$53K Hold
1,425
– – 0.01% 350
2022
Q2 		$55K Hold
1,425
– – 0.02% 352
2022
Q1 		$66K Sell
1,425
-450
-24% -$20.8K 0.02% 340
2021
Q4 		$97K Sell
1,875
-300
-14% -$14.7K 0.02% 254
2021
Q3 		$63K Hold
2,175
– – 0.05% 157
2021
Q2 		$104K Sell
2,175
-450
-17% -$20.6K 0.03% 237
2021
Q1 		$120K Hold
2,625
– – 0.05% 161
2020
Q4 		$107K Buy
2,625
+450
+21% +$15.7K 0.07% 127
2020
Q3 		$63K Buy
2,175
+300
+16% +$8.91K 0.05% 157
2020
Q2 		$54K Hold
1,875
– – 0.04% 160
2020
Q1 		$44K Buy
+1,875
New +$54.4K 0.04% 153

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

CVA Family Office's PSCT Position: Q1 2026 in Review

CVA Family Office held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q1 2026 at 750 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

CVA Family Office first reported a position in PSCT in Q1 2020 and has held it in 23 quarters since. The position peaked at $120K in Q1 2021. 102 funds tracked by Wall St. Rank hold PSCT as of Q1 2026.

  • CVA Family Office held 750 shares of Invesco S&P SmallCap Information Technology ETF worth $45.1K as of Q1 2026.
  • CVA Family Office left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap Information Technology ETF made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #620 holding.
  • CVA Family Office first reported a position in Invesco S&P SmallCap Information Technology ETF in Q1 2020 and has held it in 23 quarters since.
  • CVA Family Office's Invesco S&P SmallCap Information Technology ETF position peaked at $120K in Q1 2021.
  • 102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.