PSCT — INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY

Ownership history in Wealthcare Advisory Partners LLC  ·  15 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY (PSCT) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows PSCT at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSCT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSCT stock page Wealthcare Advisory Partners LLC fund profile Wealthcare Advisory Partners LLC full holdings
How Wealthcare Advisory Partners LLC held PSCT — position size vs. price
% of Fund (quarterly)    PSCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 24,754 +4,288 +21.0% 0.03% $1.5M 2026-04-14 $66.76
2025 Q4 REDUCED 20,466 -1,057 -4.9% 0.02% $1.2M 2026-01-14 $61.04
2025 Q3 REDUCED 21,523 -1,954 -8.3% 0.02% $1.1M 2025-11-07 $59.01
2025 Q2 ADDED 23,477 +8,222 +53.9% 0.02% $1.1M 2025-07-22 $46.96
2025 Q1 REDUCED 15,255 -9,463 -38.3% 0.02% $611K 2025-04-15 $36.86
2024 Q4 REDUCED 24,718 -3,459 -12.3% 0.03% $1.2M 2025-01-15 $48.72
2024 Q3 REDUCED 28,177 -4,144 -12.8% 0.04% $1.3M 2024-11-04 $45.92
2024 Q2 ADDED 32,321 +2,158 +7.2% 0.05% $1.5M 2024-08-12 $44.17
2024 Q1 ADDED 30,163 +761 +2.6% 0.05% $1.4M 2024-04-15 $43.41
2023 Q4 ADDED 29,402 +13,397 +83.7% 0.06% $1.4M 2024-02-06 $45.86
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSCT

As of 2026 Q1 — sorted by position size

JBR Co Financial Management Inc 0.3% Fulcrum Equity Management 3Y 7Y 0.21% Somerset Trust Co 3Y 7Y 0.17% Wealthcare Capital Partners, LLC 0.12% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 0.05% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.02% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.01% ARMSTRONG ADVISORY GROUP, INC 3Y 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Wealthcare Advisory Partners LLC and PSCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Advisory Partners LLC reported owning PSCT?

Wealthcare Advisory Partners LLC reported PSCT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PSCT position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for PSCT was 0.06% in 2023 Q4.

What is the latest reported PSCT position on this page?

The most recent filing on this page is 2026 Q1, when Wealthcare Advisory Partners LLC reported 24,754 shares, equal to 0.03% of portfolio, with an estimated market value of $1.5M.

What does the chart on this PSCT ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly PSCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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