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

Avantax 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
2020 Q2	–	Sell	-6,435	Closed	-$225K	–	881
2020 Q1	$225K	Sell	6,435 -288	-4%	-$11.8K	0.01%	680
2019 Q4	$293K	Buy	6,723 +1,281	+24%	+$51.9K	0.01%	634
2019 Q3	$206K	Buy	+5,442	New	+$211K	0.01%	534

Other funds holding PSCH

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 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

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Advisory Services's PSCH Position: Q2 2020 in Review

Avantax Advisory Services sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2020, closing a stake of 6,435 shares — an estimated $225K sold.

Avantax Advisory Services first reported a position in PSCH in Q3 2019 and held it in 3 quarters. The position peaked at $293K in Q4 2019. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2020.

Avantax Advisory Services reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2020 after selling out during the quarter.
Avantax Advisory Services sold 6,435 Invesco S&P SmallCap Health Care ETF shares in Q2 2020, an estimated $225K.
Avantax Advisory Services first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2019 and held it in 3 quarters.
Avantax Advisory Services's Invesco S&P SmallCap Health Care ETF position peaked at $293K in Q4 2019.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2020.

Based on Avantax Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.