Arkadios Wealth Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-168	Closed	-$10K	–	1456
2021 Q3	$10K	Hold	168	–	–	﹤0.01%	1447
2021 Q2	$10K	Hold	168	–	–	﹤0.01%	1544
2021 Q1	$10K	Buy	+168	New	+$10.4K	﹤0.01%	1197

Other funds holding PSCH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arkadios Wealth Advisors's PSCH Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2021, closing a stake of 168 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in PSCH in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 107 funds tracked by Wall St. Rank hold PSCH as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 168 Invesco S&P SmallCap Health Care ETF shares in Q4 2021, an estimated $10K.
Arkadios Wealth Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $10K in Q3 2021.
107 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.