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

Retirement Group’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 Q1	$6.4K	Hold	138	–	–	﹤0.01%	529
2023 Q4	$6.66K	Hold	138	–	–	﹤0.01%	498
2023 Q3	$6.04K	Hold	138	–	–	﹤0.01%	470
2023 Q2	$6.78K	Hold	138	–	–	﹤0.01%	467
2023 Q1	$6K	Hold	138	–	–	﹤0.01%	470
2022 Q4	$6K	Hold	138	–	–	﹤0.01%	420
2022 Q3	$5K	Hold	138	–	–	﹤0.01%	333
2022 Q2	$5K	Hold	138	–	–	﹤0.01%	534
2022 Q1	$6K	Hold	138	–	–	﹤0.01%	530
2021 Q4	$7K	Hold	138	–	–	﹤0.01%	487
2021 Q3	$6K	Hold	138	–	–	﹤0.01%	436
2021 Q2	$7K	Hold	138	–	–	﹤0.01%	453
2021 Q1	$6K	Hold	138	–	–	﹤0.01%	536
2020 Q4	$5K	Hold	138	–	–	﹤0.01%	506
2020 Q3	$4K	Hold	138	–	–	﹤0.01%	513
2020 Q2	$4K	Buy	+138	New	+$3.72K	﹤0.01%	482
2019 Q4	$4K	Buy	+138	New	+$4.2K	﹤0.01%	476

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NFP

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

HIM

Harbour Investment Management Edmonds, Washington $184M AUM 15.23% 1-Year Est. Return

Retirement Group's PSCT Position: Q1 2024 in Review

Retirement Group held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q1 2024 at 138 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Retirement Group first reported a position in PSCT in Q4 2019 and has held it in 17 quarters since. The position peaked at $7K in Q4 2021. 93 funds tracked by Wall St. Rank hold PSCT as of Q1 2024.

Retirement Group held 138 shares of Invesco S&P SmallCap Information Technology ETF worth $6.4K as of Q1 2024.
Retirement Group left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q1 2024.
Invesco S&P SmallCap Information Technology ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #529 holding.
Retirement Group first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Invesco S&P SmallCap Information Technology ETF position peaked at $7K in Q4 2021.
93 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.