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Atria Investments’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Atria Investments’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
Q4 		– Sell
-42,594
Closed -$1.87M – 798
2022
Q3 		$1.87M Sell
42,594
-831
-2% -$39.9K 0.04% 504
2022
Q2 		$1.98M Buy
43,425
+3,306
+8% +$158K 0.04% 510
2022
Q1 		$2.15M Buy
40,119
+570
+1% +$30.3K 0.04% 545
2021
Q4 		$2.37M Buy
39,549
+5,466
+16% +$328K 0.04% 498
2021
Q3 		$2.07M Buy
34,083
+2,172
+7% +$136K 0.04% 510
2021
Q2 		$2.06M Buy
31,911
+1,122
+4% +$69.8K 0.04% 492
2021
Q1 		$1.89M Buy
30,789
+10,293
+50% +$637K 0.04% 472
2020
Q4 		$1.16M Buy
+20,496
New +$1.02M 0.03% 619
2020
Q1 		– Sell
-12,531
Closed -$540K – 1023
2019
Q4 		$540K Buy
12,531
+5,679
+83% +$230K 0.01% 762
2019
Q3 		$259K Buy
6,852
+522
+8% +$20.2K 0.01% 758
2019
Q2 		$240K Sell
6,330
-3,096
-33% -$117K 0.01% 830
2019
Q1 		$363K Buy
9,426
+363
+4% +$14.1K 0.02% 623
2018
Q4 		$325K Sell
9,063
-165,900
-95% -$6.79M 0.01% 632
2018
Q3 		$8.19M Sell
174,963
-13,695
-7% -$630K 0.32% 54
2018
Q2 		$8.08M Buy
+188,658
New +$7.64M 0.36% 51

Other funds holding PSCH

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's PSCH Position: Q4 2022 in Review

Atria Investments sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2022, closing a stake of 42,594 shares — an estimated $1.87M sold.

Atria Investments first reported a position in PSCH in Q2 2018 and held it in 15 quarters. The position peaked at $8.19M in Q3 2018. 92 funds tracked by Wall St. Rank hold PSCH as of Q4 2022.

  • Atria Investments reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2022 after selling out during the quarter.
  • Atria Investments sold 42,594 Invesco S&P SmallCap Health Care ETF shares in Q4 2022, an estimated $1.87M.
  • Atria Investments first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and held it in 15 quarters.
  • Atria Investments's Invesco S&P SmallCap Health Care ETF position peaked at $8.19M in Q3 2018.
  • 92 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2022.

Based on Atria Investments's 13F filing for Q4 2022, filed 31 Jan 2023.