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IBEX Wealth Advisors’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-39
Closed -$1K – 316
2019
Q2 		$1K Buy
+39
New +$1.07K ﹤0.01% 413

Other funds holding PSCT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IBEX Wealth Advisors's PSCT Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q3 2019, closing a stake of 39 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in PSCT in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 58 funds tracked by Wall St. Rank hold PSCT as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 39 Invesco S&P SmallCap Information Technology ETF shares in Q3 2019, an estimated $1K.
  • IBEX Wealth Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $1K in Q2 2019.
  • 58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.