Global Retirement Partners’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Global Retirement Partners’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
2025 Q4	–	Sell	-2,840	Closed	-$151K	–	4378
2025 Q3	$151K	Sell	2,840 -10	-0.4%	-$482	﹤0.01%	1318
2025 Q2	$132K	Buy	+2,850	New	+$118K	﹤0.01%	1293
2024 Q4	$136K	Sell	2,850 -200	-7%	-$9.72K	﹤0.01%	1123
2024 Q3	$146K	Buy	+3,050	New	+$143K	﹤0.01%	1054
2021 Q1	–	Sell	-138	Closed	-$6K	–	1872
2020 Q4	$6K	Hold	138	–	–	﹤0.01%	1408
2020 Q3	$4K	Hold	138	–	–	﹤0.01%	1376
2020 Q2	$4K	Hold	138	–	–	﹤0.01%	1345
2020 Q1	$3K	Hold	138	–	–	﹤0.01%	1357
2019 Q4	$4K	Hold	138	–	–	﹤0.01%	1387
2019 Q3	$4K	Hold	138	–	–	﹤0.01%	1355
2019 Q2	$4K	Sell	138 -2,331	-94%	-$63.7K	﹤0.01%	1341
2019 Q1	$66K	Hold	2,469	–	–	0.02%	477
2018 Q4	$57K	Hold	2,469	–	–	0.01%	487
2018 Q3	$69K	Hold	2,469	–	–	0.02%	489
2018 Q2	$68K	Buy	+2,469	New	+$66.8K	0.02%	468

Other funds holding PSCT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Global Retirement Partners's PSCT Position: Q4 2025 in Review

Global Retirement Partners sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q4 2025, closing a stake of 2,840 shares — an estimated $151K sold.

Global Retirement Partners first reported a position in PSCT in Q2 2018 and held it in 15 quarters. The position peaked at $151K in Q3 2025. 104 funds tracked by Wall St. Rank hold PSCT as of Q4 2025.

Global Retirement Partners reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 2,840 Invesco S&P SmallCap Information Technology ETF shares in Q4 2025, an estimated $151K.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2018 and held it in 15 quarters.
Global Retirement Partners's Invesco S&P SmallCap Information Technology ETF position peaked at $151K in Q3 2025.
104 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.