Avior Wealth Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-99	Closed	-$4.39K	–	1915
2024 Q4	$4.39K	Hold	99	–	–	﹤0.01%	1905
2024 Q3	$4.58K	Hold	99	–	–	﹤0.01%	1804
2024 Q2	$4.22K	Hold	99	–	–	﹤0.01%	1774
2024 Q1	$4.33K	Buy	+99	New	+$4.2K	﹤0.01%	2114

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Avior Wealth Management's PSCH Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2025, closing a stake of 99 shares — an estimated $4.39K sold.

Avior Wealth Management first reported a position in PSCH in Q1 2024 and held it in 4 quarters. The position peaked at $4.58K in Q3 2024. 69 funds tracked by Wall St. Rank hold PSCH as of Q1 2025.

Avior Wealth Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 99 Invesco S&P SmallCap Health Care ETF shares in Q1 2025, an estimated $4.39K.
Avior Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2024 and held it in 4 quarters.
Avior Wealth Management's Invesco S&P SmallCap Health Care ETF position peaked at $4.58K in Q3 2024.
69 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.