Cascade Financial Partners’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Cascade Financial 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
2026 Q1	$440K	Sell	10,690 -150	-1%	-$6.44K	0.05%	178
2025 Q4	$478K	Sell	10,840 -849	-7%	-$37.1K	0.05%	169
2025 Q3	$486K	Sell	11,689 -2,720	-19%	-$109K	0.06%	168
2025 Q2	$577K	Sell	14,409 -151	-1%	-$6.1K	0.07%	154
2025 Q1	$630K	Sell	14,560 -4,750	-25%	-$214K	0.08%	141
2024 Q4	$855K	Sell	19,310 -250	-1%	-$11.4K	0.11%	110
2024 Q3	$870K	Hold	19,560	–	–	0.11%	106
2024 Q2	$833K	Sell	19,560 -792	-4%	-$33.5K	0.11%	109
2024 Q1	$843K	Buy	+20,352	New	+$864K	0.12%	106

Other funds holding PSCH

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Cascade Financial Partners's PSCH Position: Q1 2026 in Review

Cascade Financial Partners reduced its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 1.4% in Q1 2026, selling an estimated $6.44K and leaving 10,690 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #178.

Cascade Financial Partners first reported a position in PSCH in Q1 2024 and has held it in 9 quarters since. The position peaked at $870K in Q3 2024. 71 funds tracked by Wall St. Rank hold PSCH as of Q1 2026.

Cascade Financial Partners held 10,690 shares of Invesco S&P SmallCap Health Care ETF worth $440K as of Q1 2026.
Cascade Financial Partners sold 150 Invesco S&P SmallCap Health Care ETF shares in Q1 2026, an estimated $6.44K.
Invesco S&P SmallCap Health Care ETF made up 0.05% of Cascade Financial Partners's portfolio in Q1 2026, its #178 holding.
Cascade Financial Partners first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Invesco S&P SmallCap Health Care ETF position peaked at $870K in Q3 2024.
71 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.