Cascade Financial Partners, LLC Invesco S&P Smallcap Informati Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Invesco S&P Smallcap Informati stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 14,584 shares of PSCT stock, worth $830,558. This represents 0.09% of its overall portfolio holdings.

Number of Shares

14,584

Previous 14,359 1.57%

Holding current value

$830,558

Previous $664 Million 16.6%

% of portfolio

0.09%

Previous 0.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$44.28 - $53.87 $9,963 - $12,120	225 Added 1.57%	14,584 $774 Million
Q2 2025 Aug 07, 2025	SELL	$34.03 - $46.24 $41,754 - $56,736	-1,227 Reduced 7.87%	14,359 $664 Million
Q1 2025 May 13, 2025	SELL	$40.08 - $50.4 $149,298 - $187,740	-3,725 Reduced 19.29%	15,586 $625 Million
Q4 2024 Feb 07, 2025	SELL	$45.45 - $51.38 $109,080 - $123,312	-2,400 Reduced 11.05%	19,311 $922 Million
Q1 2024 May 14, 2024	BUY	$44.75 - $48.41 $971,567 - $1.05 Million	21,711 New	21,711 $957 Million

Others Institutions Holding PSCT

# of Institutions

104

Shares Held

1.85M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP INFORMATI

Ticker PSCT
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Cascade Financial Partners, LLC Invesco S&P Smallcap Informati Transaction History