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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
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

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

Steel Grove Capital Advisors's PSCT Position: Q2 2024 in Review

Steel Grove Capital Advisors sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q2 2024, closing a stake of 23,662 shares — an estimated $1.1M sold.

Steel Grove Capital Advisors first reported a position in PSCT in Q3 2023 and held it in 3 quarters. The position peaked at $1.45M in Q4 2023. 96 funds tracked by Wall St. Rank hold PSCT as of Q2 2024.

  • Steel Grove Capital Advisors reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 23,662 Invesco S&P SmallCap Information Technology ETF shares in Q2 2024, an estimated $1.1M.
  • Steel Grove Capital Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2023 and held it in 3 quarters.
  • Steel Grove Capital Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $1.45M in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.