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BerganKDV Wealth Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

BerganKDV Wealth 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
2020
Q2 		– Sell
-1,200
Closed -$41K – 1059
2020
Q1 		$41K Buy
+1,200
New +$49K 0.01% 345

Other funds holding PSCH

JIP
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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BerganKDV Wealth Management's PSCH Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2020, closing a stake of 1,200 shares — an estimated $41K sold.

BerganKDV Wealth Management first reported a position in PSCH in Q1 2020 and held it in 1 quarter. The position peaked at $41K in Q1 2020. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,200 Invesco S&P SmallCap Health Care ETF shares in Q2 2020, an estimated $41K.
  • BerganKDV Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco S&P SmallCap Health Care ETF position peaked at $41K in Q1 2020.
  • 74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.