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

Atria Wealth Solutions’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
2023 Q3	–	Sell	-11,100	Closed	-$493K	–	1955
2023 Q2	$493K	Buy	11,100 +105	+1%	+$4.64K	0.01%	1165
2023 Q1	$480K	Buy	10,995 +5,328	+94%	+$241K	0.01%	1161
2022 Q4	$249K	Buy	5,667 +12	+0.2%	+$539	﹤0.01%	1469
2022 Q3	$248K	Buy	5,655 +993	+21%	+$47.7K	﹤0.01%	1424
2022 Q2	$213K	Sell	4,662 -276	-6%	-$13.2K	﹤0.01%	1420
2022 Q1	$265K	Buy	+4,938	New	+$262K	﹤0.01%	1386

Other funds holding PSCH

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Atria Wealth Solutions's PSCH Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2023, closing a stake of 11,100 shares — an estimated $493K sold.

Atria Wealth Solutions first reported a position in PSCH in Q1 2022 and held it in 6 quarters. The position peaked at $493K in Q2 2023. 75 funds tracked by Wall St. Rank hold PSCH as of Q3 2023.

Atria Wealth Solutions reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 11,100 Invesco S&P SmallCap Health Care ETF shares in Q3 2023, an estimated $493K.
Atria Wealth Solutions first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's Invesco S&P SmallCap Health Care ETF position peaked at $493K in Q2 2023.
75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.