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

Addison 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
2026 Q1	$23.3K	Hold	567	–	–	0.01%	533
2025 Q4	$25K	Hold	567	–	–	0.01%	517
2025 Q3	$23.6K	Hold	567	–	–	0.01%	523
2025 Q2	$22.7K	Hold	567	–	–	0.01%	525
2025 Q1	$24.5K	Hold	567	–	–	0.01%	475
2024 Q4	$25.1K	Hold	567	–	–	0.01%	476
2024 Q3	$26.2K	Hold	567	–	–	0.01%	474
2024 Q2	$24.2K	Hold	567	–	–	0.01%	463
2024 Q1	$24.8K	Hold	567	–	–	0.01%	444
2023 Q4	$24.3K	Hold	567	–	–	0.01%	439
2023 Q3	$21.3K	Hold	567	–	–	0.01%	415
2023 Q2	$25.2K	Hold	567	–	–	0.01%	387
2023 Q1	$24.8K	Hold	567	–	–	0.01%	372
2022 Q4	$24.9K	Hold	567	–	–	0.01%	351
2022 Q3	$25K	Hold	567	–	–	0.02%	331
2022 Q2	$26K	Hold	567	–	–	0.02%	334
2022 Q1	$30K	Hold	567	–	–	0.02%	350
2021 Q4	$34K	Hold	567	–	–	0.02%	281
2021 Q3	$35K	Hold	567	–	–	0.03%	213
2021 Q2	$37K	Buy	+567	New	+$35.3K	0.03%	211
2020 Q4	$32K	Buy	+567	New	+$28.3K	0.03%	214

Other funds holding PSCH

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

FTUS

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

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

Addison Advisors's PSCH Position: Q1 2026 in Review

Addison Advisors held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q1 2026 at 567 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #533.

Addison Advisors first reported a position in PSCH in Q4 2020 and has held it in 21 quarters since. The position peaked at $37K in Q2 2021. 71 funds tracked by Wall St. Rank hold PSCH as of Q1 2026.

Addison Advisors held 567 shares of Invesco S&P SmallCap Health Care ETF worth $23.3K as of Q1 2026.
Addison Advisors left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Health Care ETF made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #533 holding.
Addison Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2020 and has held it in 21 quarters since.
Addison Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $37K in Q2 2021.
71 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.