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

Realta 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 Q3	–	Sell	-297	Closed	-$13.9K	–	664
2024 Q2	$13.9K	Hold	297	–	–	﹤0.01%	650
2024 Q1	$13.8K	Buy	+297	New	+$13.8K	﹤0.01%	673
2023 Q4	–	Sell	-99	Closed	-$14.6K	–	695
2023 Q3	$14.6K	Sell	99 -198	-67%	-$9.22K	﹤0.01%	648
2023 Q2	$14.6K	Buy	+297	New	+$13K	﹤0.01%	694
2023 Q1	–	Sell	-297	Closed	-$11.9K	–	713
2022 Q4	$11.9K	Hold	297	–	–	﹤0.01%	701
2022 Q3	$11K	Buy	+297	New	+$12.1K	﹤0.01%	684
2020 Q1	–	Sell	-300	Closed	-$9K	–	1117
2019 Q4	$9K	Sell	300 -567	-65%	-$17.3K	﹤0.01%	1173
2019 Q3	$25K	Hold	867	–	–	0.01%	858
2019 Q2	$24K	Buy	867 +300	+53%	+$8.2K	0.01%	873
2019 Q1	$15K	Buy	+567	New	+$14.8K	0.01%	833

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

NFP

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

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

Realta Investment Advisors's PSCT Position: Q3 2024 in Review

Realta Investment Advisors sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q3 2024, closing a stake of 297 shares — an estimated $13.9K sold.

Realta Investment Advisors first reported a position in PSCT in Q1 2019 and held it in 10 quarters. The position peaked at $25K in Q3 2019. 96 funds tracked by Wall St. Rank hold PSCT as of Q3 2024.

Realta Investment Advisors reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 297 Invesco S&P SmallCap Information Technology ETF shares in Q3 2024, an estimated $13.9K.
Realta Investment Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $25K in Q3 2019.
96 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.