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

American Portfolios 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
2022 Q3	$40.9K	Sell	933 -150	-14%	-$7.21K	﹤0.01%	1826
2022 Q2	$49.4K	Hold	1,083	–	–	﹤0.01%	1770
2022 Q1	$58.1K	Hold	1,083	–	–	﹤0.01%	1808
2021 Q4	$64.9K	Hold	1,083	–	–	﹤0.01%	1744
2021 Q3	$65.9K	Hold	1,083	–	–	﹤0.01%	1642
2021 Q2	$69.9K	Hold	1,083	–	–	﹤0.01%	1567
2021 Q1	$66.4K	Sell	1,083 -420	-28%	-$26K	﹤0.01%	1482
2020 Q4	$85.1K	Buy	1,503 +420	+39%	+$20.9K	﹤0.01%	1219
2020 Q3	$47.7K	Hold	1,083	–	–	﹤0.01%	1334
2020 Q2	$43.7K	Hold	1,083	–	–	﹤0.01%	1337
2020 Q1	$37.3K	Sell	1,083 -930	-46%	-$38K	﹤0.01%	1287
2019 Q4	$86.7K	Buy	2,013 +1,800	+845%	+$72.9K	0.01%	1112
2019 Q3	$8.06K	Hold	213	–	–	﹤0.01%	2007
2019 Q2	$8.37K	Sell	213 -1,182	-85%	-$44.7K	﹤0.01%	1962
2019 Q1	$53.7K	Buy	1,395 +1,122	+411%	+$43.7K	0.01%	1163
2018 Q4	$9.79K	Sell	273 -1,731	-86%	-$70.8K	﹤0.01%	1637
2018 Q3	$93.8K	Buy	2,004 +1,716	+596%	+$78.9K	0.01%	857
2018 Q2	$12.3K	Buy	+288	New	+$11.7K	﹤0.01%	1645

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

PSF

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

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

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

FTUS

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

American Portfolios Advisors's PSCH Position: Q3 2022 in Review

American Portfolios Advisors reduced its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 14% in Q3 2022, selling an estimated $7.21K and leaving 933 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

American Portfolios Advisors first reported a position in PSCH in Q2 2018 and has held it in 18 quarters since. The position peaked at $93.8K in Q3 2018. 95 funds tracked by Wall St. Rank hold PSCH as of Q3 2022.

American Portfolios Advisors held 933 shares of Invesco S&P SmallCap Health Care ETF worth $40.9K as of Q3 2022.
American Portfolios Advisors sold 150 Invesco S&P SmallCap Health Care ETF shares in Q3 2022, an estimated $7.21K.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1826 holding.
American Portfolios Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $93.8K in Q3 2018.
95 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.