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Baker Avenue Asset Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Baker Avenue Asset 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
2023
Q1 		– Sell
-3,873
Closed -$170K – 1718
2022
Q4 		$170K Buy
+3,873
New +$174K 0.01% 339

Other funds holding PSCH

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WI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baker Avenue Asset Management's PSCH Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2023, closing a stake of 3,873 shares — an estimated $170K sold.

Baker Avenue Asset Management first reported a position in PSCH in Q4 2022 and held it in 1 quarter. The position peaked at $170K in Q4 2022. 83 funds tracked by Wall St. Rank hold PSCH as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 3,873 Invesco S&P SmallCap Health Care ETF shares in Q1 2023, an estimated $170K.
  • Baker Avenue Asset Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's Invesco S&P SmallCap Health Care ETF position peaked at $170K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.