JBR Co Financial Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

JBR Co Financial 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
2026 Q2	$1.15M	Sell	12,423 -295	-2%	-$23K	0.42%	53
2026 Q1	$720K	Hold	12,718	–	–	0.3%	65
2025 Q4	$720K	Sell	12,718 -90	-0.7%	-$5.12K	0.3%	65
2025 Q3	$680K	Sell	12,808 -1,815	-12%	-$87.6K	0.29%	65
2025 Q2	$676K	Sell	14,623 -264	-2%	-$11K	0.33%	57
2025 Q1	$597K	Sell	14,887 -525	-3%	-$23.9K	0.35%	57
2024 Q4	$736K	Hold	15,412	–	–	0.45%	51
2024 Q3	$738K	Sell	15,412 -670	-4%	-$31.4K	0.48%	48
2024 Q2	$751K	Sell	16,082 -75	-0.5%	-$3.44K	0.53%	45
2024 Q1	$750K	Sell	16,157 -97	-0.6%	-$4.5K	0.6%	41
2023 Q4	$784K	Buy	+16,254	New	+$706K	0.74%	38

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

JBR Co Financial Management's PSCT Position: Q2 2026 in Review

JBR Co Financial Management reduced its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 2.3% in Q2 2026, selling an estimated $23K and leaving 12,423 shares worth $1.15M. The position accounts for 0.42% of the portfolio, ranked #53.

JBR Co Financial Management first reported a position in PSCT in Q4 2023 and has held it in 11 quarters since. 122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

JBR Co Financial Management held 12,423 shares of Invesco S&P SmallCap Information Technology ETF worth $1.15M as of Q2 2026.
JBR Co Financial Management sold 295 Invesco S&P SmallCap Information Technology ETF shares in Q2 2026, an estimated $23K.
Invesco S&P SmallCap Information Technology ETF made up 0.42% of JBR Co Financial Management's portfolio in Q2 2026, its #53 holding.
JBR Co Financial Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.