Steel Grove Capital Advisors’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Steel Grove Capital 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
2026 Q2	$222K	Buy	+2,400	New	+$187K	0.02%	205
2024 Q2	–	Sell	-23,662	Closed	-$1.1M	–	212
2024 Q1	$1.1M	Sell	23,662 -6,388	-21%	-$297K	0.15%	83
2023 Q4	$1.45M	Buy	30,050 +4,600	+18%	+$200K	0.2%	69
2023 Q3	$1.11M	Buy	+25,450	New	+$1.19M	0.15%	84

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

Steel Grove Capital Advisors's PSCT Position: Q2 2026 in Review

Steel Grove Capital Advisors opened a new position in Invesco S&P SmallCap Information Technology ETF (PSCT) in Q2 2026: 2,400 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings. This is a return to the name: Steel Grove Capital Advisors previously reported a position in PSCT as recently as Q1 2024.

Steel Grove Capital Advisors first reported a position in PSCT in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.45M in Q4 2023. 122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

Steel Grove Capital Advisors held 2,400 shares of Invesco S&P SmallCap Information Technology ETF worth $222K as of Q2 2026.
Invesco S&P SmallCap Information Technology ETF was a new Steel Grove Capital Advisors position in Q2 2026.
Invesco S&P SmallCap Information Technology ETF made up 0.02% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #205 holding.
Steel Grove Capital Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2023 and has held it in 4 quarters since.
Steel Grove Capital Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $1.45M in Q4 2023.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.