Ahrens Investment Partners’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Ahrens Investment Partners’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 Q1	–	Sell	-795	Closed	-$48K	–	1101
2021 Q4	$48K	Buy	+795	New	+$47.7K	0.02%	410
2019 Q3	–	Sell	-6,891	Closed	-$271K	–	174
2019 Q2	$271K	Sell	6,891 -69	-1%	-$2.61K	0.12%	121
2019 Q1	$268K	Sell	6,960 -4,800	-41%	-$187K	0.12%	116
2018 Q4	$422K	Sell	11,760 -5,340	-31%	-$219K	0.2%	83
2018 Q3	$800K	Buy	17,100 +6,855	+67%	+$315K	0.3%	68
2018 Q2	$439K	Buy	+10,245	New	+$415K	0.18%	80

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PSF

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ahrens Investment Partners's PSCH Position: Q1 2022 in Review

Ahrens Investment Partners sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2022, closing a stake of 795 shares — an estimated $48K sold.

Ahrens Investment Partners first reported a position in PSCH in Q2 2018 and held it in 6 quarters. The position peaked at $800K in Q3 2018. 104 funds tracked by Wall St. Rank hold PSCH as of Q1 2022.

Ahrens Investment Partners reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2022 after selling out during the quarter.
Ahrens Investment Partners sold 795 Invesco S&P SmallCap Health Care ETF shares in Q1 2022, an estimated $48K.
Ahrens Investment Partners first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and held it in 6 quarters.
Ahrens Investment Partners's Invesco S&P SmallCap Health Care ETF position peaked at $800K in Q3 2018.
104 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2022.

Based on Ahrens Investment Partners's 13F filing for Q1 2022, filed 28 Apr 2022.