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

Lenox 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
2020
Q4 		– Sell
-360
Closed -$10K – 656
2020
Q3 		$10K Hold
360
– – ﹤0.01% 375
2020
Q2 		$10K Buy
+360
New +$9.7K ﹤0.01% 381

Other funds holding PSCT

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Lenox Wealth Advisors's PSCT Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q4 2020, closing a stake of 360 shares — an estimated $10K sold.

Lenox Wealth Advisors first reported a position in PSCT in Q2 2020 and held it in 2 quarters. The position peaked at $10K in Q3 2020. 71 funds tracked by Wall St. Rank hold PSCT as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 360 Invesco S&P SmallCap Information Technology ETF shares in Q4 2020, an estimated $10K.
  • Lenox Wealth Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2020 and held it in 2 quarters.
  • Lenox Wealth Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $10K in Q3 2020.
  • 71 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.