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Ceera Investments’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Ceera Investments’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
2024
Q4 		– Sell
-9,782
Closed -$452K – 105
2024
Q3 		$452K Sell
9,782
-1,140
-10% -$51.6K 0.17% 70
2024
Q2 		$465K Sell
10,922
-630
-5% -$26.6K 0.2% 64
2024
Q1 		$505K Sell
11,552
-5,808
-33% -$247K 0.22% 61
2023
Q4 		$743K Sell
17,360
-669
-4% -$25.2K 0.35% 49
2023
Q3 		$677K Buy
18,029
+1,148
+7% +$47.9K 0.37% 50
2023
Q2 		$750K Buy
16,881
+549
+3% +$24.2K 0.43% 46
2023
Q1 		$713K Buy
16,332
+519
+3% +$23.5K 0.45% 47
2022
Q4 		$696K Sell
15,813
-48
-0.3% -$2.16K 0.44% 52
2022
Q3 		$696K Sell
15,861
-375
-2% -$18K 0.46% 50
2022
Q2 		$741K Buy
16,236
+576
+4% +$27.5K 0.42% 49
2022
Q1 		$840K Buy
15,660
+354
+2% +$18.8K 0.42% 46
2021
Q4 		$917K Buy
15,306
+426
+3% +$25.6K 0.48% 44
2021
Q3 		$905K Buy
+14,880
New +$931K 0.5% 42
2021
Q2 		– Sell
-12,858
Closed -$788K – 63
2021
Q1 		$788K Buy
+12,858
New +$796K 0.64% 37

Other funds holding PSCH

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ceera Investments's PSCH Position: Q4 2024 in Review

Ceera Investments sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2024, closing a stake of 9,782 shares — an estimated $452K sold.

Ceera Investments first reported a position in PSCH in Q1 2021 and held it in 14 quarters. The position peaked at $917K in Q4 2021. 79 funds tracked by Wall St. Rank hold PSCH as of Q4 2024.

  • Ceera Investments reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Ceera Investments sold 9,782 Invesco S&P SmallCap Health Care ETF shares in Q4 2024, an estimated $452K.
  • Ceera Investments first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2021 and held it in 14 quarters.
  • Ceera Investments's Invesco S&P SmallCap Health Care ETF position peaked at $917K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2024.

Based on Ceera Investments's 13F filing for Q4 2024, filed 7 Feb 2025.