Capital Investment Advisory Services’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Capital Investment Advisory Services’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
2026 Q2	$7.88K	Hold	151	–	–	﹤0.01%	1181
2026 Q1	$6.19K	Hold	151	–	–	﹤0.01%	1106
2025 Q4	$6.63K	Hold	151	–	–	﹤0.01%	1058
2025 Q3	$6.26K	Buy	151 +1	+0.7%	+$40	﹤0.01%	997
2025 Q2	$6.03K	Hold	150	–	–	﹤0.01%	974
2025 Q1	$6.51K	Hold	150	–	–	﹤0.01%	904
2024 Q4	$6.66K	Hold	150	–	–	﹤0.01%	840
2024 Q3	$6.94K	Sell	150 -99	-40%	-$4.48K	﹤0.01%	875
2024 Q2	$10.6K	Hold	249	–	–	﹤0.01%	828
2024 Q1	$10.9K	Hold	249	–	–	﹤0.01%	814
2023 Q4	$10.7K	Hold	249	–	–	﹤0.01%	829
2023 Q3	$9.35K	Hold	249	–	–	﹤0.01%	797
2023 Q2	$11.1K	Hold	249	–	–	﹤0.01%	744
2023 Q1	$10.9K	Buy	249 +99	+66%	+$4.48K	﹤0.01%	730
2022 Q4	$6.6K	Hold	150	–	–	﹤0.01%	775
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	721
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	743
2022 Q1	$8K	Buy	+150	New	+$7.96K	﹤0.01%	758
2021 Q3	–	Sell	-150	Closed	-$10K	–	799
2021 Q2	$10K	Buy	+150	New	+$9.34K	﹤0.01%	712
2021 Q1	–	Sell	-150	Closed	-$8K	–	756
2020 Q4	$8K	Hold	150	–	–	﹤0.01%	635
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	567
2020 Q2	$6K	Hold	150	–	–	﹤0.01%	507
2020 Q1	$5K	Buy	+150	New	+$6.13K	﹤0.01%	504

Other funds holding PSCH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Capital Investment Advisory Services's PSCH Position: Q2 2026 in Review

Capital Investment Advisory Services held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 151 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Capital Investment Advisory Services first reported a position in PSCH in Q1 2020 and has held it in 23 quarters since. The position peaked at $11.1K in Q2 2023. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Capital Investment Advisory Services held 151 shares of Invesco S&P SmallCap Health Care ETF worth $7.88K as of Q2 2026.
Capital Investment Advisory Services left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1181 holding.
Capital Investment Advisory Services first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2020 and has held it in 23 quarters since.
Capital Investment Advisory Services's Invesco S&P SmallCap Health Care ETF position peaked at $11.1K in Q2 2023.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.