Beacon Pointe Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Beacon Pointe 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
2026 Q2	$1.29M	Buy	24,626 +19,217	+355%	+$875K	0.01%	928
2026 Q1	$223K	Hold	5,409	–	–	﹤0.01%	1678
2025 Q4	$238K	Hold	5,409	–	–	﹤0.01%	1362
2025 Q3	$225K	Hold	5,409	–	–	﹤0.01%	1275
2025 Q2	$217K	Hold	5,409	–	–	﹤0.01%	1164
2025 Q1	$234K	Buy	5,409 +2	+0%	+$90	﹤0.01%	1106
2024 Q4	$239K	Buy	5,407 +2	+0%	+$91	﹤0.01%	1093
2024 Q3	$249K	Hold	5,405	–	–	﹤0.01%	1089
2024 Q2	$230K	Buy	5,405 +9	+0.2%	+$381	﹤0.01%	1143
2024 Q1	$236K	Buy	5,396 +4	+0.1%	+$170	﹤0.01%	1194
2023 Q4	$231K	Buy	5,392 +1	+0%	+$38	﹤0.01%	1164
2023 Q3	$202K	Hold	5,391	–	–	﹤0.01%	1230
2023 Q2	$240K	Hold	5,391	–	–	﹤0.01%	955
2023 Q1	$235K	Hold	5,391	–	–	﹤0.01%	1013
2022 Q4	$237K	Hold	5,391	–	–	﹤0.01%	946
2022 Q3	$237K	Hold	5,391	–	–	0.01%	871
2022 Q2	$246K	Hold	5,391	–	–	0.01%	899
2022 Q1	$289K	Hold	5,391	–	–	﹤0.01%	995
2021 Q4	$323K	Hold	5,391	–	–	0.01%	703
2021 Q3	$328K	Hold	5,391	–	–	0.01%	672
2021 Q2	$348K	Hold	5,391	–	–	0.01%	617
2021 Q1	$331K	Hold	5,391	–	–	0.02%	367
2020 Q4	$305K	Hold	5,391	–	–	0.02%	368
2020 Q3	$237K	Hold	5,391	–	–	0.02%	336
2020 Q2	$218K	Buy	+5,391	New	+$206K	0.02%	354

Other funds holding PSCH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Pointe Advisors's PSCH Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 355% in Q2 2026, buying an estimated $875K and bringing the position to 24,626 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #928.

Beacon Pointe Advisors first reported a position in PSCH in Q2 2020 and has held it in 25 quarters since. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Beacon Pointe Advisors held 24,626 shares of Invesco S&P SmallCap Health Care ETF worth $1.29M as of Q2 2026.
Beacon Pointe Advisors bought 19,217 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $875K.
Invesco S&P SmallCap Health Care ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #928 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2020 and has held it in 25 quarters since.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.