Bank of Montreal
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Bank of Montreal’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Bank of Montreal’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
-705
Closed -$131K – 3684
2024
Q4 		$131K Buy
+705
New +$32.2K ﹤0.01% 2883
2019
Q1 		– Sell
-141
Closed -$5K – 4649
2018
Q4 		$5K Buy
+141
New +$5.77K ﹤0.01% 4096

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

Bank of Montreal's PSCH Position: Q1 2025 in Review

Bank of Montreal sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2025, closing a stake of 705 shares — an estimated $131K sold.

Bank of Montreal first reported a position in PSCH in Q4 2018 and held it in 2 quarters. The position peaked at $131K in Q4 2024. 69 funds tracked by Wall St. Rank hold PSCH as of Q1 2025.

  • Bank of Montreal reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 705 Invesco S&P SmallCap Health Care ETF shares in Q1 2025, an estimated $131K.
  • Bank of Montreal first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2018 and held it in 2 quarters.
  • Bank of Montreal's Invesco S&P SmallCap Health Care ETF position peaked at $131K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.