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 Q2	$69.3K	Hold	750	–	–	0.01%	550
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

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

CVA Family Office's PSCT Position: Q2 2026 in Review

CVA Family Office held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q2 2026 at 750 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #550.

CVA Family Office first reported a position in PSCT in Q1 2020 and has held it in 24 quarters since. The position peaked at $120K in Q1 2021. 122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

CVA Family Office held 750 shares of Invesco S&P SmallCap Information Technology ETF worth $69.3K as of Q2 2026.
CVA Family Office left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Information Technology ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #550 holding.
CVA Family Office first reported a position in Invesco S&P SmallCap Information Technology ETF in Q1 2020 and has held it in 24 quarters since.
CVA Family Office's Invesco S&P SmallCap Information Technology ETF position peaked at $120K in Q1 2021.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.