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IAG Wealth Partners’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

IAG Wealth 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
2020
Q1 		– Sell
-408
Closed -$14K – 452
2019
Q4 		$14K Buy
+408
New +$12.4K 0.01% 216

Other funds holding PSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MUAMU
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $193M AUM 37.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IAG Wealth Partners's PSCT Position: Q1 2020 in Review

IAG Wealth Partners sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q1 2020, closing a stake of 408 shares — an estimated $14K sold.

IAG Wealth Partners first reported a position in PSCT in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 58 funds tracked by Wall St. Rank hold PSCT as of Q1 2020.

  • IAG Wealth Partners reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q1 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 408 Invesco S&P SmallCap Information Technology ETF shares in Q1 2020, an estimated $14K.
  • IAG Wealth Partners first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2019 and held it in 1 quarter.
  • IAG Wealth Partners's Invesco S&P SmallCap Information Technology ETF position peaked at $14K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.