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

United Capital Financial 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
2019 Q1	–	Sell	-16,455	Closed	-$379K	–	1394
2018 Q4	$379K	Sell	16,455 -1,290	-7%	-$32K	﹤0.01%	995
2018 Q3	$497K	Hold	17,745	–	–	﹤0.01%	973
2018 Q2	$487K	Buy	+17,745	New	+$480K	﹤0.01%	952

Other funds holding PSCT

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TYCC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

United Capital Financial Advisors's PSCT Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q1 2019, closing a stake of 16,455 shares — an estimated $379K sold.

United Capital Financial Advisors first reported a position in PSCT in Q2 2018 and held it in 3 quarters. The position peaked at $497K in Q3 2018. 68 funds tracked by Wall St. Rank hold PSCT as of Q1 2019.

United Capital Financial Advisors reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 16,455 Invesco S&P SmallCap Information Technology ETF shares in Q1 2019, an estimated $379K.
United Capital Financial Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2018 and held it in 3 quarters.
United Capital Financial Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $497K in Q3 2018.
68 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.