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Cardan Capital Partners’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Cardan Capital Partners’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
Q2 		– Sell
-40,740
Closed -$2.5M – 279
2021
Q1 		$2.5M Buy
+40,740
New +$2.52M 0.3% 96

Other funds holding PSCH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cardan Capital Partners's PSCH Position: Q2 2021 in Review

Cardan Capital Partners sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2021, closing a stake of 40,740 shares — an estimated $2.5M sold.

Cardan Capital Partners first reported a position in PSCH in Q1 2021 and held it in 1 quarter. The position peaked at $2.5M in Q1 2021. 103 funds tracked by Wall St. Rank hold PSCH as of Q2 2021.

  • Cardan Capital Partners reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2021 after selling out during the quarter.
  • Cardan Capital Partners sold 40,740 Invesco S&P SmallCap Health Care ETF shares in Q2 2021, an estimated $2.5M.
  • Cardan Capital Partners first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2021 and held it in 1 quarter.
  • Cardan Capital Partners's Invesco S&P SmallCap Health Care ETF position peaked at $2.5M in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2021.

Based on Cardan Capital Partners's 13F filing for Q2 2021, filed 20 Jul 2021.