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Cahill Financial Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-2,448
Closed -$149K – 619
2021
Q3 		$149K Buy
+2,448
New +$153K 0.03% 234

Other funds holding PSCH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cahill Financial Advisors's PSCH Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2021, closing a stake of 2,448 shares — an estimated $149K sold.

Cahill Financial Advisors first reported a position in PSCH in Q3 2021 and held it in 1 quarter. The position peaked at $149K in Q3 2021. 107 funds tracked by Wall St. Rank hold PSCH as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,448 Invesco S&P SmallCap Health Care ETF shares in Q4 2021, an estimated $149K.
  • Cahill Financial Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $149K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.