Plan Group Financial’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Plan Group 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 Q2	$601K	Buy	+6,500	New	+$507K	0.12%	117

Other funds holding PSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return

KJHP

K.J. Harrison & Partners Toronto, Ontario, Canada $706M AUM 48.92% 1-Year Est. Return

Plan Group Financial's PSCT Position: Q2 2026 in Review

Plan Group Financial opened a new position in Invesco S&P SmallCap Information Technology ETF (PSCT) in Q2 2026: 6,500 shares worth $601K. The stake represents 0.12% of the portfolio and ranks #117 among its holdings.

122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

Plan Group Financial held 6,500 shares of Invesco S&P SmallCap Information Technology ETF worth $601K as of Q2 2026.
Invesco S&P SmallCap Information Technology ETF was a new Plan Group Financial position in Q2 2026.
Invesco S&P SmallCap Information Technology ETF made up 0.12% of Plan Group Financial's portfolio in Q2 2026, its #117 holding.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.