Alpine Woods Capital Investors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Alpine Woods Capital Investors’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 Q2	$393K	Hold	7,500	–	–	0.09%	136
2026 Q1	$309K	Hold	7,500	–	–	0.07%	134
2025 Q4	$330K	Hold	7,500	–	–	0.08%	148
2025 Q3	$312K	Hold	7,500	–	–	0.07%	134
2025 Q2	$301K	Hold	7,500	–	–	0.07%	137
2025 Q1	$325K	Hold	7,500	–	–	0.08%	135
2024 Q4	$332K	Hold	7,500	–	–	0.06%	154
2024 Q3	$367K	Hold	7,500	–	–	0.06%	153
2024 Q2	$320K	Hold	7,500	–	–	0.05%	159
2024 Q1	$308K	Hold	7,500	–	–	0.06%	156
2023 Q4	$321K	Hold	7,500	–	–	0.05%	149
2023 Q3	$282K	Sell	7,500 -15,000	-67%	-$625K	0.05%	146
2023 Q2	$333K	Buy	22,500 +15,000	+200%	+$662K	0.05%	138
2023 Q1	$327K	Hold	7,500	–	–	0.05%	149
2022 Q4	$330K	Hold	7,500	–	–	0.05%	154
2022 Q3	$329K	Hold	7,500	–	–	0.04%	166
2022 Q2	$342K	Hold	7,500	–	–	0.04%	168
2022 Q1	$402K	Hold	7,500	–	–	0.04%	176
2021 Q4	$449K	Hold	7,500	–	–	0.04%	178
2021 Q3	$456K	Hold	7,500	–	–	0.05%	183
2021 Q2	$484K	Hold	7,500	–	–	0.05%	185
2021 Q1	$460K	Hold	7,500	–	–	0.05%	190
2020 Q4	$425K	Sell	7,500 -12,000	-62%	-$598K	0.05%	187
2020 Q3	$859K	Hold	19,500	–	–	0.13%	162
2020 Q2	$787K	Hold	19,500	–	–	0.15%	148
2020 Q1	$672K	Hold	19,500	–	–	0.15%	142
2019 Q4	$840K	Hold	19,500	–	–	0.16%	126
2019 Q3	$737K	Hold	19,500	–	–	0.14%	126
2019 Q2	$766K	Hold	19,500	–	–	0.16%	134
2019 Q1	$751K	Hold	19,500	–	–	0.16%	130
2018 Q4	$699K	Buy	+19,500	New	+$798K	0.17%	133

Other funds holding PSCH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Alpine Woods Capital Investors's PSCH Position: Q2 2026 in Review

Alpine Woods Capital Investors held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 7,500 shares worth $393K. The position accounts for 0.09% of the portfolio, ranked #136.

Alpine Woods Capital Investors first reported a position in PSCH in Q4 2018 and has held it in 31 quarters since. The position peaked at $859K in Q3 2020. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Alpine Woods Capital Investors held 7,500 shares of Invesco S&P SmallCap Health Care ETF worth $393K as of Q2 2026.
Alpine Woods Capital Investors left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up 0.09% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #136 holding.
Alpine Woods Capital Investors first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2018 and has held it in 31 quarters since.
Alpine Woods Capital Investors's Invesco S&P SmallCap Health Care ETF position peaked at $859K in Q3 2020.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.