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

RFP Financial 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
Q2 		– Sell
-394
Closed -$27.1K – 926
2024
Q1 		$27.1K Sell
394
-3
-0.8% -$139 0.01% 275
2023
Q4 		$26.8K Sell
397
-2,471
-86% -$107K 0.01% 265
2023
Q3 		$126K Buy
+2,868
New +$134K 0.06% 111

Other funds holding PSCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

RFP Financial Group's PSCT Position: Q2 2024 in Review

RFP Financial Group sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q2 2024, closing a stake of 394 shares — an estimated $27.1K sold.

RFP Financial Group first reported a position in PSCT in Q3 2023 and held it in 3 quarters. The position peaked at $126K in Q3 2023. 96 funds tracked by Wall St. Rank hold PSCT as of Q2 2024.

  • RFP Financial Group reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q2 2024 after selling out during the quarter.
  • RFP Financial Group sold 394 Invesco S&P SmallCap Information Technology ETF shares in Q2 2024, an estimated $27.1K.
  • RFP Financial Group first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2023 and held it in 3 quarters.
  • RFP Financial Group's Invesco S&P SmallCap Information Technology ETF position peaked at $126K in Q3 2023.
  • 96 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2024.

Based on RFP Financial Group's 13F filing for Q2 2024, filed 25 Jul 2024.