MGB Wealth Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

MGB Wealth 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
2025 Q4	$847K	Buy	14,102 +2,500	+22%	+$142K	0.24%	88
2025 Q3	$616K	Hold	11,602	–	–	0.17%	112
2025 Q2	$536K	Buy	11,602 +500	+5%	+$20.8K	0.18%	119
2025 Q1	$445K	Hold	11,102	–	–	0.16%	128
2024 Q4	$530K	Buy	11,102 +1	+0%	+$49	0.16%	109
2024 Q3	$532K	Sell	11,101 -1	-0%	-$47	0.19%	113
2024 Q2	$545K	Hold	11,102	–	–	0.2%	109
2024 Q1	$515K	Hold	11,102	–	–	0.21%	112
2023 Q4	$536K	Buy	+11,102	New	+$482K	0.27%	105

Other funds holding PSCT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $362M AUM

MGB Wealth Management's PSCT Position: Q4 2025 in Review

MGB Wealth Management increased its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 22% in Q4 2025, buying an estimated $142K and bringing the position to 14,102 shares worth $847K. The position accounts for 0.24% of the portfolio, ranked #88.

MGB Wealth Management first reported a position in PSCT in Q4 2023 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold PSCT as of Q4 2025.

MGB Wealth Management held 14,102 shares of Invesco S&P SmallCap Information Technology ETF worth $847K as of Q4 2025.
MGB Wealth Management bought 2,500 Invesco S&P SmallCap Information Technology ETF shares in Q4 2025, an estimated $142K.
Invesco S&P SmallCap Information Technology ETF made up 0.24% of MGB Wealth Management's portfolio in Q4 2025, its #88 holding.
MGB Wealth Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2023 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.