Total Clarity Wealth Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Total Clarity Wealth Management’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 Q1	–	Sell	-6,261	Closed	-$302K	–	286
2023 Q4	$302K	Buy	6,261 +133	+2%	+$5.78K	0.12%	175
2023 Q3	$268K	Buy	6,128 +470	+8%	+$21.9K	0.13%	172
2023 Q2	$278K	Sell	5,658 -48	-0.8%	-$2.1K	0.14%	164
2023 Q1	$250K	Buy	+5,706	New	+$247K	0.14%	147

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

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

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NFP

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

HIM

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

Total Clarity Wealth Management's PSCT Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q1 2024, closing a stake of 6,261 shares — an estimated $302K sold.

Total Clarity Wealth Management first reported a position in PSCT in Q1 2023 and held it in 4 quarters. The position peaked at $302K in Q4 2023. 93 funds tracked by Wall St. Rank hold PSCT as of Q1 2024.

Total Clarity Wealth Management reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q1 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 6,261 Invesco S&P SmallCap Information Technology ETF shares in Q1 2024, an estimated $302K.
Total Clarity Wealth Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q1 2023 and held it in 4 quarters.
Total Clarity Wealth Management's Invesco S&P SmallCap Information Technology ETF position peaked at $302K in Q4 2023.
93 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.