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

Whipplewood 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
2026 Q2	$55.4K	Hold	600	–	–	0.04%	136
2026 Q1	$36K	Hold	600	–	–	0.02%	308
2025 Q4	$34K	Hold	600	–	–	0.02%	225
2025 Q3	$31.8K	Hold	600	–	–	0.02%	222
2025 Q2	$27.7K	Sell	600 -9,895	-94%	-$411K	0.02%	409
2025 Q1	$24K	Buy	10,495 +9,895	+1,649%	+$450K	0.01%	420
2024 Q4	$28.6K	Buy	+600	New	+$29.2K	0.02%	393

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

Whipplewood Advisors's PSCT Position: Q2 2026 in Review

Whipplewood Advisors held its Invesco S&P SmallCap Information Technology ETF (PSCT) position steady in Q2 2026 at 600 shares worth $55.4K. The position accounts for 0.04% of the portfolio, ranked #136.

Whipplewood Advisors first reported a position in PSCT in Q4 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold PSCT as of Q2 2026.

Whipplewood Advisors held 600 shares of Invesco S&P SmallCap Information Technology ETF worth $55.4K as of Q2 2026.
Whipplewood Advisors left its Invesco S&P SmallCap Information Technology ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Information Technology ETF made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #136 holding.
Whipplewood Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.