Ashton Thomas Private Wealth’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Ashton Thomas Private Wealth’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 Q2	–	Sell	-5,700	Closed	-$247K	–	867
2025 Q1	$247K	Hold	5,700	–	–	0.01%	712
2024 Q4	$252K	Hold	5,700	–	–	0.01%	684
2024 Q3	$263K	Hold	5,700	–	–	0.01%	534
2024 Q2	$243K	Hold	5,700	–	–	0.01%	528
2024 Q1	$249K	Buy	+5,700	New	+$242K	0.01%	528

Other funds holding PSCH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

PSF

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

MWM

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Ashton Thomas Private Wealth's PSCH Position: Q2 2025 in Review

Ashton Thomas Private Wealth sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2025, closing a stake of 5,700 shares — an estimated $247K sold.

Ashton Thomas Private Wealth first reported a position in PSCH in Q1 2024 and held it in 5 quarters. The position peaked at $263K in Q3 2024. 65 funds tracked by Wall St. Rank hold PSCH as of Q2 2025.

Ashton Thomas Private Wealth reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2025 after selling out during the quarter.
Ashton Thomas Private Wealth sold 5,700 Invesco S&P SmallCap Health Care ETF shares in Q2 2025, an estimated $247K.
Ashton Thomas Private Wealth first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2024 and held it in 5 quarters.
Ashton Thomas Private Wealth's Invesco S&P SmallCap Health Care ETF position peaked at $263K in Q3 2024.
65 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.