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Optimum Investment Advisors’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Optimum Investment 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
2024
Q4 		– Sell
-600
Closed -$28.7K – 638
2024
Q3 		$28.7K Hold
600
– – 0.01% 404
2024
Q2 		$28K Hold
600
– – 0.01% 403
2024
Q1 		$27.8K Hold
600
– – 0.01% 419
2023
Q4 		$28.9K Hold
600
– – 0.01% 401
2023
Q3 		$26.3K Hold
600
– – 0.01% 436
2023
Q2 		$29.5K Hold
600
– – 0.01% 434
2023
Q1 		$26.3K Hold
600
– – 0.01% 447
2022
Q4 		$24K Hold
600
– – 0.01% 464
2022
Q3 		$22K Hold
600
– – 0.01% 486
2022
Q2 		$23K Hold
600
– – 0.01% 494
2022
Q1 		$28K Hold
600
– – 0.01% 529
2021
Q4 		$31K Hold
600
– – 0.01% 546
2021
Q3 		$28K Hold
600
– – 0.01% 550
2021
Q2 		$29K Hold
600
– – 0.01% 604
2021
Q1 		$27K Hold
600
– – 0.01% 619
2020
Q4 		$24K Buy
600
+270
+82% +$9.41K 0.01% 605
2020
Q3 		$10K Hold
330
– – ﹤0.01% 699
2020
Q2 		$10K Hold
330
– – ﹤0.01% 700
2020
Q1 		$8K Hold
330
– – ﹤0.01% 711
2019
Q4 		$11K Hold
330
– – ﹤0.01% 765
2019
Q3 		$9K Hold
330
– – ﹤0.01% 820
2019
Q2 		$9K Hold
330
– – ﹤0.01% 799
2019
Q1 		$9K Hold
330
– – ﹤0.01% 830
2018
Q4 		$8K Hold
330
– – ﹤0.01% 792
2018
Q3 		$9K Hold
330
– – ﹤0.01% 858
2018
Q2 		$9K Buy
+330
New +$8.93K ﹤0.01% 857

Other funds holding PSCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optimum Investment Advisors's PSCT Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q4 2024, closing a stake of 600 shares — an estimated $28.7K sold.

Optimum Investment Advisors first reported a position in PSCT in Q2 2018 and held it in 26 quarters. The position peaked at $31K in Q4 2021. 94 funds tracked by Wall St. Rank hold PSCT as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 600 Invesco S&P SmallCap Information Technology ETF shares in Q4 2024, an estimated $28.7K.
  • Optimum Investment Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2018 and held it in 26 quarters.
  • Optimum Investment Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $31K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.