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

Valeo 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
2021
Q2 		– Sell
-420
Closed -$19K – 1480
2021
Q1 		$19K Hold
420
– – ﹤0.01% 1182
2020
Q4 		$17K Hold
420
– – ﹤0.01% 1068
2020
Q3 		$12K Buy
+420
New +$12.5K ﹤0.01% 1044

Other funds holding PSCT

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Valeo Financial Advisors's PSCT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q2 2021, closing a stake of 420 shares — an estimated $19K sold.

Valeo Financial Advisors first reported a position in PSCT in Q3 2020 and held it in 3 quarters. The position peaked at $19K in Q1 2021. 85 funds tracked by Wall St. Rank hold PSCT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 420 Invesco S&P SmallCap Information Technology ETF shares in Q2 2021, an estimated $19K.
  • Valeo Financial Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $19K in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.