ACM
PSCH icon

Allred Capital Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-81
Closed -$4.97K – 623
2021
Q1 		$4.97K Buy
+81
New +$5.02K ﹤0.01% 676
2020
Q1 		– Sell
-81
Closed -$3.49K – 570
2019
Q4 		$3.49K Buy
+81
New +$3.28K ﹤0.01% 723

Other funds holding PSCH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allred Capital Management's PSCH Position: Q2 2021 in Review

Allred Capital Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2021, closing a stake of 81 shares — an estimated $4.97K sold.

Allred Capital Management first reported a position in PSCH in Q4 2019 and held it in 2 quarters. The position peaked at $4.97K in Q1 2021. 103 funds tracked by Wall St. Rank hold PSCH as of Q2 2021.

  • Allred Capital Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 81 Invesco S&P SmallCap Health Care ETF shares in Q2 2021, an estimated $4.97K.
  • Allred Capital Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Invesco S&P SmallCap Health Care ETF position peaked at $4.97K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.