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

Belpointe 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
Q2 		– Sell
-381
Closed -$16.6K – 2639
2023
Q1 		$16.6K Sell
381
-294
-44% -$13.3K ﹤0.01% 2415
2022
Q4 		$29.7K Buy
+675
New +$30.3K ﹤0.01% 1915

Other funds holding PSCH

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Belpointe Asset Management's PSCH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2023, closing a stake of 381 shares — an estimated $16.6K sold.

Belpointe Asset Management first reported a position in PSCH in Q4 2022 and held it in 2 quarters. The position peaked at $29.7K in Q4 2022. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 381 Invesco S&P SmallCap Health Care ETF shares in Q2 2023, an estimated $16.6K.
  • Belpointe Asset Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco S&P SmallCap Health Care ETF position peaked at $29.7K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.