OPS
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Orion Portfolio Solutions’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Orion Portfolio Solutions’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
2023
Q3 		– Sell
-6,387
Closed -$314K – 1666
2023
Q2 		$314K Buy
+6,387
New +$280K ﹤0.01% 1385
2021
Q1 		– Sell
-164,430
Closed -$6.71M – 559
2020
Q4 		$6.71M Buy
+164,430
New +$5.73M 0.31% 55

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
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIM
Harbour Investment Management Edmonds, Washington $184M AUM 15.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Orion Portfolio Solutions's PSCT Position: Q3 2023 in Review

Orion Portfolio Solutions sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q3 2023, closing a stake of 6,387 shares — an estimated $314K sold.

Orion Portfolio Solutions first reported a position in PSCT in Q4 2020 and held it in 2 quarters. The position peaked at $6.71M in Q4 2020. 84 funds tracked by Wall St. Rank hold PSCT as of Q3 2023.

  • Orion Portfolio Solutions reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6,387 Invesco S&P SmallCap Information Technology ETF shares in Q3 2023, an estimated $314K.
  • Orion Portfolio Solutions first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco S&P SmallCap Information Technology ETF position peaked at $6.71M in Q4 2020.
  • 84 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2023.

Based on Orion Portfolio Solutions's 13F filing for Q3 2023, filed 1 Nov 2023.