Narus Financial Partners’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Narus Financial Partners’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 Q1	$3.72M	Buy	61,860 +1,168	+2%	+$71.3K	0.97%	12
2025 Q4	$3.44M	Sell	60,692 -1,737	-3%	-$98.8K	0.95%	13
2025 Q3	$3.31M	Sell	62,429 -5,559	-8%	-$268K	0.91%	13
2025 Q2	$3.14M	Sell	67,988 -28,987	-30%	-$1.2M	0.98%	12
2025 Q1	$3.89M	Buy	96,975 +7,277	+8%	+$331K	1.32%	9
2024 Q4	$4.28M	Buy	89,698 +28,561	+47%	+$1.39M	1.45%	8
2024 Q3	$2.93M	Buy	61,137 +5,191	+9%	+$243K	1.05%	15
2024 Q2	$2.61M	Buy	55,946 +1,607	+3%	+$73.6K	1.05%	17
2024 Q1	$2.52M	Buy	54,339 +5,980	+12%	+$278K	1.08%	20
2023 Q4	$2.33M	Buy	48,359 +41,752	+632%	+$1.81M	1.12%	17
2023 Q3	$289K	Buy	+6,607	New	+$308K	0.15%	91
2022 Q2	–	Sell	-8,115	Closed	-$377K	–	119
2022 Q1	$377K	Buy	+8,115	New	+$375K	0.21%	68
2021 Q1	$317K	Buy	+6,930	New	+$316K	0.19%	65

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Narus Financial Partners's PSCT Position: Q1 2026 in Review

Narus Financial Partners increased its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 1.9% in Q1 2026, buying an estimated $71.3K and bringing the position to 61,860 shares worth $3.72M. The position accounts for 0.97% of the portfolio, ranked #12.

Narus Financial Partners first reported a position in PSCT in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.28M in Q4 2024. 102 funds tracked by Wall St. Rank hold PSCT as of Q1 2026.

Narus Financial Partners held 61,860 shares of Invesco S&P SmallCap Information Technology ETF worth $3.72M as of Q1 2026.
Narus Financial Partners bought 1,168 Invesco S&P SmallCap Information Technology ETF shares in Q1 2026, an estimated $71.3K.
Invesco S&P SmallCap Information Technology ETF made up 0.97% of Narus Financial Partners's portfolio in Q1 2026, its #12 holding.
Narus Financial Partners first reported a position in Invesco S&P SmallCap Information Technology ETF in Q1 2021 and has held it in 13 quarters since.
Narus Financial Partners's Invesco S&P SmallCap Information Technology ETF position peaked at $4.28M in Q4 2024.
102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.