Cetera Advisor Networks’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Cetera Advisor Networks’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 Q1	$471K	Sell	10,768 -650	-6%	-$27.6K	﹤0.01%	1972
2023 Q4	$489K	Sell	11,418 -1,926	-14%	-$72.5K	﹤0.01%	1899
2023 Q3	$501K	Sell	13,344 -687	-5%	-$28.6K	﹤0.01%	1758
2023 Q2	$624K	Hold	14,031	–	–	﹤0.01%	1572
2023 Q1	$613K	Hold	14,031	–	–	﹤0.01%	1562
2022 Q4	$617K	Sell	14,031 -2,982	-18%	-$134K	0.01%	1489
2022 Q3	$747K	Sell	17,013 -1,089	-6%	-$52.3K	0.01%	1054
2022 Q2	$826K	Sell	18,102 -1,971	-10%	-$94K	0.01%	974
2022 Q1	$1.08M	Sell	20,073 -264	-1%	-$14K	0.01%	875
2021 Q4	$1.22M	Buy	+20,337	New	+$1.22M	0.01%	813
2020 Q3	–	Sell	-11,943	Closed	-$482K	–	2570
2020 Q2	$482K	Sell	11,943 -2,358	-16%	-$90.3K	0.01%	709
2020 Q1	$493K	Buy	14,301 +7,170	+101%	+$293K	0.02%	616
2019 Q4	$307K	Buy	+7,131	New	+$289K	0.01%	940
2019 Q2	–	Sell	-6,675	Closed	-$256K	–	1228
2019 Q1	$256K	Buy	+6,675	New	+$260K	0.01%	939
2018 Q4	–	Sell	-6,903	Closed	-$321K	–	1121
2018 Q3	$321K	Buy	+6,903	New	+$317K	0.01%	821

Other funds holding PSCH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Cetera Advisor Networks's PSCH Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 5.7% in Q1 2024, selling an estimated $27.6K and leaving 10,768 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Cetera Advisor Networks first reported a position in PSCH in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.22M in Q4 2021. 81 funds tracked by Wall St. Rank hold PSCH as of Q1 2024.

Cetera Advisor Networks held 10,768 shares of Invesco S&P SmallCap Health Care ETF worth $471K as of Q1 2024.
Cetera Advisor Networks sold 650 Invesco S&P SmallCap Health Care ETF shares in Q1 2024, an estimated $27.6K.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1972 holding.
Cetera Advisor Networks first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2018 and has held it in 15 quarters since.
Cetera Advisor Networks's Invesco S&P SmallCap Health Care ETF position peaked at $1.22M in Q4 2021.
81 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.