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
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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 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

NFP

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

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

CAP

Cordoba Advisory Partners New York $362M AUM

Wealthspire Advisors (New York)'s PSCT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q4 2025, closing a stake of 2,323 shares — an estimated $123K sold.

Wealthspire Advisors (New York) first reported a position in PSCT in Q3 2021 and held it in 2 quarters. The position peaked at $200K in Q3 2021. 104 funds tracked by Wall St. Rank hold PSCT as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,323 Invesco S&P SmallCap Information Technology ETF shares in Q4 2025, an estimated $123K.
Wealthspire Advisors (New York) first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2021 and held it in 2 quarters.
Wealthspire Advisors (New York)'s Invesco S&P SmallCap Information Technology ETF position peaked at $200K in Q3 2021.
104 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.