1834 Investment Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

1834 Investment Advisors’s Portfolio PSCH Stock Details PSCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-57	Closed	-$3K	–	489
2022 Q1	$3K	Hold	57	–	–	﹤0.01%	410
2021 Q4	$3K	Sell	57 -525	-90%	-$31.5K	﹤0.01%	438
2021 Q3	$35K	Hold	582	–	–	﹤0.01%	292
2021 Q2	$38K	Sell	582 -285	-33%	-$17.7K	﹤0.01%	291
2021 Q1	$53K	Sell	867 -1,395	-62%	-$86.4K	0.01%	265
2020 Q4	$128K	Sell	2,262 -14,961	-87%	-$746K	0.02%	223
2020 Q3	$758K	Buy	17,223 +4,251	+33%	+$182K	0.11%	99
2020 Q2	$524K	Sell	12,972 -5,280	-29%	-$202K	0.08%	112
2020 Q1	$629K	Buy	18,252 +8,451	+86%	+$345K	0.12%	102
2019 Q4	$422K	Buy	9,801 +9,681	+8,068%	+$392K	0.06%	130
2019 Q3	$5K	Hold	120	–	–	﹤0.01%	423
2019 Q2	$5K	Hold	120	–	–	﹤0.01%	401
2019 Q1	$5K	Sell	120 -360	-75%	-$14K	﹤0.01%	378
2018 Q4	$17K	Hold	480	–	–	﹤0.01%	331
2018 Q3	$22K	Buy	+480	New	+$22.1K	﹤0.01%	327

Other funds holding PSCH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

1834 Investment Advisors's PSCH Position: Q2 2022 in Review

1834 Investment Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2022, closing a stake of 57 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in PSCH in Q3 2018 and held it in 15 quarters. The position peaked at $758K in Q3 2020. 94 funds tracked by Wall St. Rank hold PSCH as of Q2 2022.

1834 Investment Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2022 after selling out during the quarter.
1834 Investment Advisors sold 57 Invesco S&P SmallCap Health Care ETF shares in Q2 2022, an estimated $3K.
1834 Investment Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2018 and held it in 15 quarters.
1834 Investment Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $758K in Q3 2020.
94 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2022.

Based on 1834 Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.