Pacific Sun Financial’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Pacific Sun Financial’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	$1.32M	Sell	21,981 -30	-0.1%	-$1.83K	0.64%	42
2025 Q4	$1.25M	Sell	22,011 -70	-0.3%	-$3.98K	0.6%	50
2025 Q3	$1.17M	Sell	22,081 -38	-0.2%	-$1.83K	0.57%	54
2025 Q2	$1.02M	Sell	22,119 -280	-1%	-$11.6K	0.53%	57
2025 Q1	$898K	Sell	22,399 -120	-0.5%	-$5.46K	0.51%	62
2024 Q4	$1.07M	Buy	22,519 +20	+0.1%	+$972	0.59%	49
2024 Q3	$1.08M	Sell	22,499 -785	-3%	-$36.8K	0.59%	51
2024 Q2	$1.09M	Sell	23,284 -720	-3%	-$33K	0.64%	46
2024 Q1	$1.11M	Sell	24,004 -16	-0.1%	-$743	0.65%	49
2023 Q4	$1.16M	Sell	24,020 -1,060	-4%	-$46K	0.73%	41
2023 Q3	$1.1M	Sell	25,080 -855	-3%	-$39.8K	0.76%	38
2023 Q2	$1.14M	Buy	+25,935	New	+$1.14M	0.76%	38
2022 Q4	$1.04M	Sell	26,016 -507	-2%	-$20.4K	0.73%	39
2022 Q3	$982K	Hold	26,523	–	–	0.69%	41
2022 Q2	$1.02M	Sell	26,523 -930	-3%	-$38.5K	0.68%	42
2022 Q1	$1.27M	Sell	27,453 -183	-0.7%	-$8.46K	0.7%	44
2021 Q4	$1.42M	Sell	27,636 -30	-0.1%	-$1.47K	0.76%	39
2021 Q3	$1.29M	Buy	+27,666	New	+$1.3M	0.74%	45
2020 Q3	$849K	Sell	29,481 -600	-2%	-$17.8K	0.71%	49
2020 Q2	$873K	Buy	30,081 +210	+0.7%	+$5.66K	0.79%	44
2020 Q1	$706K	Sell	29,871 -360	-1%	-$10.4K	0.81%	42
2019 Q4	$967K	Sell	30,231 -300	-1%	-$9.13K	0.85%	40
2019 Q3	$873K	Hold	30,531	–	–	0.82%	46
2019 Q2	$851K	Buy	+30,531	New	+$834K	0.81%	45
2018 Q2	$939K	Buy	+32,775	New	+$887K	0.97%	38

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

NFP

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

Pacific Sun Financial's PSCT Position: Q1 2026 in Review

Pacific Sun Financial reduced its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 0.14% in Q1 2026, selling an estimated $1.83K and leaving 21,981 shares worth $1.32M. The position accounts for 0.64% of the portfolio, ranked #42.

Pacific Sun Financial first reported a position in PSCT in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.42M in Q4 2021. 102 funds tracked by Wall St. Rank hold PSCT as of Q1 2026.

Pacific Sun Financial held 21,981 shares of Invesco S&P SmallCap Information Technology ETF worth $1.32M as of Q1 2026.
Pacific Sun Financial sold 30 Invesco S&P SmallCap Information Technology ETF shares in Q1 2026, an estimated $1.83K.
Invesco S&P SmallCap Information Technology ETF made up 0.64% of Pacific Sun Financial's portfolio in Q1 2026, its #42 holding.
Pacific Sun Financial first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2018 and has held it in 25 quarters since.
Pacific Sun Financial's Invesco S&P SmallCap Information Technology ETF position peaked at $1.42M in Q4 2021.
102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.