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

Wealthspire Advisors (New York)’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
2026 Q2	$256K	Buy	+2,773	New	+$216K	﹤0.01%	1048
2025 Q4	–	Sell	-2,323	Closed	-$123K	–	2406
2025 Q3	$123K	Buy	+2,323	New	+$112K	﹤0.01%	944
2021 Q4	–	Sell	-4,305	Closed	-$200K	–	604
2021 Q3	$200K	Buy	+4,305	New	+$203K	﹤0.01%	552

Other funds holding PSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return

KJHP

K.J. Harrison & Partners Toronto, Ontario, Canada $706M AUM 48.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s PSCT Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Invesco S&P SmallCap Information Technology ETF (PSCT) in Q2 2026: 2,773 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in PSCT as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in PSCT in Q3 2021 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

Wealthspire Advisors (New York) held 2,773 shares of Invesco S&P SmallCap Information Technology ETF worth $256K as of Q2 2026.
Invesco S&P SmallCap Information Technology ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
Invesco S&P SmallCap Information Technology ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1048 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2021 and has held it in 3 quarters since.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.