Certified Advisory Corp’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Certified Advisory Corp’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	-138	Closed	-$8K	–	597
2021 Q1	$8K	Buy	+138	New	+$8.55K	﹤0.01%	624
2020 Q2	$32K	Hold	789	–	–	0.01%	368
2020 Q1	$27K	Hold	789	–	–	0.01%	365
2019 Q4	$34K	Hold	789	–	–	0.01%	374
2019 Q3	$30K	Buy	789 +237	+43%	+$9.17K	0.01%	400
2019 Q2	$22K	Buy	552 +402	+268%	+$15.2K	0.01%	470
2019 Q1	$6K	Buy	+150	New	+$5.84K	﹤0.01%	613

Other funds holding PSCH

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Certified Advisory Corp's PSCH Position: Q2 2021 in Review

Certified Advisory Corp sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2021, closing a stake of 138 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in PSCH in Q1 2019 and held it in 7 quarters. The position peaked at $34K in Q4 2019. 103 funds tracked by Wall St. Rank hold PSCH as of Q2 2021.

Certified Advisory Corp reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 138 Invesco S&P SmallCap Health Care ETF shares in Q2 2021, an estimated $8K.
Certified Advisory Corp first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2019 and held it in 7 quarters.
Certified Advisory Corp's Invesco S&P SmallCap Health Care ETF position peaked at $34K in Q4 2019.
103 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.