BDO Wealth Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

BDO Wealth Advisors’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
2022 Q4	–	Sell	-132	Closed	-$6K	–	1068
2022 Q3	$6K	Hold	132	–	–	﹤0.01%	793
2022 Q2	$6K	Hold	132	–	–	﹤0.01%	766
2022 Q1	$7K	Hold	132	–	–	﹤0.01%	785
2021 Q4	$8K	Hold	132	–	–	﹤0.01%	765
2021 Q3	$8K	Hold	132	–	–	﹤0.01%	767
2021 Q2	$9K	Hold	132	–	–	﹤0.01%	772
2021 Q1	$8K	Hold	132	–	–	﹤0.01%	777
2020 Q4	$7K	Buy	+132	New	+$6.58K	﹤0.01%	597
2019 Q2	–	Sell	-885	Closed	-$34K	–	675
2019 Q1	$34K	Hold	885	–	–	0.01%	325
2018 Q4	$32K	Buy	+885	New	+$36.2K	0.01%	297

Other funds holding PSCH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's PSCH Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2022, closing a stake of 132 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in PSCH in Q4 2018 and held it in 10 quarters. The position peaked at $34K in Q1 2019. 92 funds tracked by Wall St. Rank hold PSCH as of Q4 2022.

BDO Wealth Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 132 Invesco S&P SmallCap Health Care ETF shares in Q4 2022, an estimated $6K.
BDO Wealth Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2018 and held it in 10 quarters.
BDO Wealth Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $34K in Q1 2019.
92 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.