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 Q2	$494K	Sell	9,441 -1,249	-12%	-$56.9K	0.04%	174
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

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

Cascade Financial Partners's PSCH Position: Q2 2026 in Review

Cascade Financial Partners reduced its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 12% in Q2 2026, selling an estimated $56.9K and leaving 9,441 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #174.

Cascade Financial Partners first reported a position in PSCH in Q1 2024 and has held it in 10 quarters since. The position peaked at $870K in Q3 2024. 73 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Cascade Financial Partners held 9,441 shares of Invesco S&P SmallCap Health Care ETF worth $494K as of Q2 2026.
Cascade Financial Partners sold 1,249 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $56.9K.
Invesco S&P SmallCap Health Care ETF made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #174 holding.
Cascade Financial Partners first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Invesco S&P SmallCap Health Care ETF position peaked at $870K in Q3 2024.
73 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.