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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

FGC

First Growth Capital Pikesville, Maryland $132M AUM

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 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. 24 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.
24 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.