TF
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Theory Financial’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Theory Financial’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
2023
Q4 		– Sell
-80,431
Closed -$3.52M – 74
2023
Q3 		$3.52M Sell
80,431
-5,843
-7% -$272K 2.06% 17
2023
Q2 		$4.24M Buy
86,274
+1,941
+2% +$84.9K 2.44% 9
2023
Q1 		$3.7M Sell
84,333
-126
-0.1% -$5.46K 2.22% 13
2022
Q4 		$3.37M Buy
+84,459
New +$3.4M 2.23% 24
2022
Q2 		$3.02M Buy
79,170
+2,355
+3% +$97.4K 2.17% 18
2022
Q1 		$3.57M Buy
76,815
+990
+1% +$45.8K 2.36% 14
2021
Q4 		$3.91M Buy
+75,825
New +$3.73M 2.55% 9

Other funds holding PSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
HIM
Harbour Investment Management Edmonds, Washington $184M AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return