Brown Brothers Harriman & Co’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Brown Brothers Harriman & Co’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
2024 Q3	–	Sell	-300	Closed	-$12.8K	–	1469
2024 Q2	$12.8K	Hold	300	–	–	﹤0.01%	935
2024 Q1	$13.1K	Hold	300	–	–	﹤0.01%	953
2023 Q4	$12.8K	Hold	300	–	–	﹤0.01%	914
2023 Q3	$11.3K	Hold	300	–	–	﹤0.01%	926
2023 Q2	$13.3K	Hold	300	–	–	﹤0.01%	925
2023 Q1	$13.1K	Hold	300	–	–	﹤0.01%	951
2022 Q4	$13.2K	Hold	300	–	–	﹤0.01%	964
2022 Q3	$13K	Buy	+300	New	+$14.4K	﹤0.01%	1091

Other funds holding PSCH

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Brown Brothers Harriman & Co's PSCH Position: Q3 2024 in Review

Brown Brothers Harriman & Co sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2024, closing a stake of 300 shares — an estimated $12.8K sold.

Brown Brothers Harriman & Co first reported a position in PSCH in Q3 2022 and held it in 8 quarters. The position peaked at $13.3K in Q2 2023. 79 funds tracked by Wall St. Rank hold PSCH as of Q3 2024.

Brown Brothers Harriman & Co reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2024 after selling out during the quarter.
Brown Brothers Harriman & Co sold 300 Invesco S&P SmallCap Health Care ETF shares in Q3 2024, an estimated $12.8K.
Brown Brothers Harriman & Co first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2022 and held it in 8 quarters.
Brown Brothers Harriman & Co's Invesco S&P SmallCap Health Care ETF position peaked at $13.3K in Q2 2023.
79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2024.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2024, filed 13 Nov 2024.