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Institutional & Family Asset Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-4,056
Closed -$189K – 900
2021
Q3 		$189K Buy
+4,056
New +$191K 0.03% 182

Other funds holding PSCT

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 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
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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Institutional & Family Asset Management's PSCT Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q4 2021, closing a stake of 4,056 shares — an estimated $189K sold.

Institutional & Family Asset Management first reported a position in PSCT in Q3 2021 and held it in 1 quarter. The position peaked at $189K in Q3 2021. 83 funds tracked by Wall St. Rank hold PSCT as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,056 Invesco S&P SmallCap Information Technology ETF shares in Q4 2021, an estimated $189K.
  • Institutional & Family Asset Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Invesco S&P SmallCap Information Technology ETF position peaked at $189K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.