Sterling Financial Planning’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-786	Closed	-$37K	–	314
2021 Q3	$37K	Hold	786	–	–	0.02%	214
2021 Q2	$38K	Hold	786	–	–	0.02%	198
2021 Q1	$36K	Sell	786 -456	-37%	-$20.8K	0.03%	183
2020 Q4	$51K	Buy	+1,242	New	+$43.3K	0.04%	141

Other funds holding PSCT

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

TYCC

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

Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Sterling Financial Planning's PSCT Position: Q4 2021 in Review

Sterling Financial Planning sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q4 2021, closing a stake of 786 shares — an estimated $37K sold.

Sterling Financial Planning first reported a position in PSCT in Q4 2020 and held it in 4 quarters. The position peaked at $51K in Q4 2020. 83 funds tracked by Wall St. Rank hold PSCT as of Q4 2021.

Sterling Financial Planning reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 786 Invesco S&P SmallCap Information Technology ETF shares in Q4 2021, an estimated $37K.
Sterling Financial Planning first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Invesco S&P SmallCap Information Technology ETF position peaked at $51K in Q4 2020.
83 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.