Cambridge Trust’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Cambridge Trust’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
2022 Q4	–	Sell	-129	Closed	-$6K	–	861
2022 Q3	$6K	Sell	129 -1,200	-90%	-$57.7K	﹤0.01%	702
2022 Q2	$61K	Hold	1,329	–	–	﹤0.01%	459
2022 Q1	$71K	Hold	1,329	–	–	﹤0.01%	481
2021 Q4	$80K	Buy	+1,329	New	+$79.8K	﹤0.01%	457

Other funds holding PSCH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

PSF

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Cambridge Trust's PSCH Position: Q4 2022 in Review

Cambridge Trust sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2022, closing a stake of 129 shares — an estimated $6K sold.

Cambridge Trust first reported a position in PSCH in Q4 2021 and held it in 4 quarters. The position peaked at $80K in Q4 2021. 92 funds tracked by Wall St. Rank hold PSCH as of Q4 2022.

Cambridge Trust reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2022 after selling out during the quarter.
Cambridge Trust sold 129 Invesco S&P SmallCap Health Care ETF shares in Q4 2022, an estimated $6K.
Cambridge Trust first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2021 and held it in 4 quarters.
Cambridge Trust's Invesco S&P SmallCap Health Care ETF position peaked at $80K in Q4 2021.
92 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.