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Personal Wealth Partners’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Personal Wealth 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
2021
Q3 		– Sell
-2,739
Closed -$131K – 320
2021
Q2 		$131K Buy
+2,739
New +$125K 0.05% 102
2020
Q1 		– Sell
-2,739
Closed -$88K – 474
2019
Q4 		$88K Hold
2,739
– – 0.04% 108
2019
Q3 		$78K Buy
+2,739
New +$77.4K 0.04% 120

Other funds holding PSCT

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Personal Wealth Partners's PSCT Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q3 2021, closing a stake of 2,739 shares — an estimated $131K sold.

Personal Wealth Partners first reported a position in PSCT in Q3 2019 and held it in 3 quarters. The position peaked at $131K in Q2 2021. 84 funds tracked by Wall St. Rank hold PSCT as of Q3 2021.

  • Personal Wealth Partners reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 2,739 Invesco S&P SmallCap Information Technology ETF shares in Q3 2021, an estimated $131K.
  • Personal Wealth Partners first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Invesco S&P SmallCap Information Technology ETF position peaked at $131K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.