SOA Wealth Advisors’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

SOA Wealth 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
2025 Q2	–	Sell	-177	Closed	-$7.09K	–	922
2025 Q1	$7.09K	Hold	177	–	–	﹤0.01%	603
2024 Q4	$8.45K	Hold	177	–	–	﹤0.01%	563
2024 Q3	$8.48K	Hold	177	–	–	﹤0.01%	554
2024 Q2	$8.27K	Hold	177	–	–	﹤0.01%	559
2024 Q1	$8.21K	Hold	177	–	–	﹤0.01%	563
2023 Q4	$8.54K	Hold	177	–	–	﹤0.01%	547
2023 Q3	$7.75K	Hold	177	–	–	﹤0.01%	562
2023 Q2	$8.7K	Hold	177	–	–	﹤0.01%	548
2023 Q1	$7.76K	Hold	177	–	–	﹤0.01%	562
2022 Q4	$7.07K	Hold	177	–	–	﹤0.01%	568
2022 Q3	$6K	Hold	177	–	–	﹤0.01%	584
2022 Q2	$6K	Hold	177	–	–	﹤0.01%	570
2022 Q1	$8K	Hold	177	–	–	﹤0.01%	624
2021 Q4	$9K	Hold	177	–	–	﹤0.01%	593
2021 Q3	$8K	Buy	+177	New	+$8.34K	﹤0.01%	625

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NFP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HIM

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

SOA Wealth Advisors's PSCT Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q2 2025, closing a stake of 177 shares — an estimated $7.09K sold.

SOA Wealth Advisors first reported a position in PSCT in Q3 2021 and held it in 15 quarters. The position peaked at $9K in Q4 2021. 86 funds tracked by Wall St. Rank hold PSCT as of Q2 2025.

SOA Wealth Advisors reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 177 Invesco S&P SmallCap Information Technology ETF shares in Q2 2025, an estimated $7.09K.
SOA Wealth Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2021 and held it in 15 quarters.
SOA Wealth Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $9K in Q4 2021.
86 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.