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Abound Wealth Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Abound Wealth Management’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
2024
Q2 		– Sell
-144
Closed -$6.3K – 1281
2024
Q1 		$6.3K Buy
+144
New +$6.11K ﹤0.01% 466

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Abound Wealth Management's PSCH Position: Q2 2024 in Review

Abound Wealth Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2024, closing a stake of 144 shares — an estimated $6.3K sold.

Abound Wealth Management first reported a position in PSCH in Q1 2024 and held it in 1 quarter. The position peaked at $6.3K in Q1 2024. 79 funds tracked by Wall St. Rank hold PSCH as of Q2 2024.

  • Abound Wealth Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 144 Invesco S&P SmallCap Health Care ETF shares in Q2 2024, an estimated $6.3K.
  • Abound Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2024 and held it in 1 quarter.
  • Abound Wealth Management's Invesco S&P SmallCap Health Care ETF position peaked at $6.3K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.