Wharton Business Group’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Wharton Business Group’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 Q1	$314K	Hold	5,230	–	–	0.01%	118
2025 Q4	$296K	Hold	5,230	–	–	0.01%	120
2025 Q3	$278K	Hold	5,230	–	–	0.01%	122
2025 Q2	$226K	Hold	5,230	–	–	0.01%	129
2025 Q1	$210K	Hold	5,230	–	–	0.01%	129
2024 Q4	$250K	Hold	5,230	–	–	0.01%	123
2024 Q3	$250K	Hold	5,230	–	–	0.01%	129
2024 Q2	$244K	Hold	5,230	–	–	0.01%	126
2024 Q1	$243K	Hold	5,230	–	–	0.01%	123
2023 Q4	$252K	Hold	5,230	–	–	0.01%	119
2023 Q3	$229K	Buy	+5,230	New	+$244K	0.01%	129
2023 Q2	–	Sell	-6,240	Closed	-$273K	–	137
2023 Q1	$273K	Hold	6,240	–	–	0.02%	121
2022 Q4	$249K	Hold	6,240	–	–	0.01%	127
2022 Q3	$231K	Hold	6,240	–	–	0.02%	119
2022 Q2	$241K	Hold	6,240	–	–	0.02%	122
2022 Q1	$290K	Hold	6,240	–	–	0.02%	117
2021 Q4	$322K	Buy	+6,240	New	+$307K	0.02%	106
2021 Q3	–	Sell	-6,240	Closed	-$299K	–	119
2021 Q2	$299K	Hold	6,240	–	–	0.02%	100
2021 Q1	$286K	Hold	6,240	–	–	0.02%	104
2020 Q4	$255K	Buy	+6,240	New	+$217K	0.02%	104
2020 Q3	–	Sell	-15,117	Closed	-$439K	–	115
2020 Q2	$439K	Sell	15,117 -5,820	-28%	-$157K	0.04%	71
2020 Q1	$495K	Sell	20,937 -9,960	-32%	-$289K	0.06%	58
2019 Q4	$988K	Sell	30,897 -1,770	-5%	-$53.9K	0.09%	51
2019 Q3	$934K	Hold	32,667	–	–	0.09%	55
2019 Q2	$911K	Sell	32,667 -1,665	-5%	-$45.5K	0.09%	54
2019 Q1	$918K	Hold	34,332	–	–	0.1%	54
2018 Q4	$790K	Sell	34,332 -1,875	-5%	-$46.5K	0.09%	57
2018 Q3	$1.01M	Sell	36,207 -1,050	-3%	-$30.2K	0.1%	55
2018 Q2	$1.02M	Buy	+37,257	New	+$1.01M	0.11%	55

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

NFP

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

Wharton Business Group's PSCT Position: Q1 2026 in Review

Wharton Business Group held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q1 2026 at 5,230 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #118.

Wharton Business Group first reported a position in PSCT in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.02M in Q2 2018. 102 funds tracked by Wall St. Rank hold PSCT as of Q1 2026.

Wharton Business Group held 5,230 shares of Invesco S&P SmallCap Information Technology ETF worth $314K as of Q1 2026.
Wharton Business Group left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Information Technology ETF made up 0.01% of Wharton Business Group's portfolio in Q1 2026, its #118 holding.
Wharton Business Group first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2018 and has held it in 29 quarters since.
Wharton Business Group's Invesco S&P SmallCap Information Technology ETF position peaked at $1.02M in Q2 2018.
102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.