Ameritas Advisory Services’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-600	Closed	-$25K	–	1810
2025 Q3	$25K	Hold	600	–	–	﹤0.01%	1366
2025 Q2	$24K	Buy	+600	New	+$24.2K	﹤0.01%	1663
2023 Q2	–	Sell	-600	Closed	-$26.2K	–	2038
2023 Q1	$26.2K	Buy	+600	New	+$27.1K	﹤0.01%	1518

Other funds holding PSCH

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

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

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

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

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

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

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

Ameritas Advisory Services's PSCH Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2025, closing a stake of 600 shares — an estimated $25K sold.

Ameritas Advisory Services first reported a position in PSCH in Q1 2023 and held it in 3 quarters. The position peaked at $26.2K in Q1 2023. 70 funds tracked by Wall St. Rank hold PSCH as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 600 Invesco S&P SmallCap Health Care ETF shares in Q4 2025, an estimated $25K.
Ameritas Advisory Services first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco S&P SmallCap Health Care ETF position peaked at $26.2K in Q1 2023.
70 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.