Wealthspire Advisors (Maryland)’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Wealthspire Advisors (Maryland)’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	-279	Closed	-$7.26K	–	2566
2018 Q4	$6K	Hold	279	–	–	﹤0.01%	1675
2018 Q3	$8K	Hold	279	–	–	﹤0.01%	1621
2018 Q2	$8K	Buy	+279	New	+$7.55K	﹤0.01%	1626

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

Wealthspire Advisors (Maryland)'s PSCT Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q1 2019, closing a stake of 279 shares — an estimated $7.26K sold.

Wealthspire Advisors (Maryland) first reported a position in PSCT in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 68 funds tracked by Wall St. Rank hold PSCT as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 279 Invesco S&P SmallCap Information Technology ETF shares in Q1 2019, an estimated $7.26K.
Wealthspire Advisors (Maryland) first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2018 and held it in 3 quarters.
Wealthspire Advisors (Maryland)'s Invesco S&P SmallCap Information Technology ETF position peaked at $8K in Q3 2018.
68 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.