Chicago Partners Investment Group’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Chicago Partners Investment Group’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	$371K	Buy	7,007 +400	+6%	+$18.2K	0.01%	1146
2026 Q1	$293K	Hold	6,607	–	–	0.01%	1152
2025 Q4	$298K	Sell	6,607 -91	-1%	-$3.97K	0.01%	1041
2025 Q3	$286K	Sell	6,698 -1,200	-15%	-$48.1K	0.01%	979
2025 Q2	$312K	Sell	7,898 -4,100	-34%	-$166K	0.01%	816
2025 Q1	$477K	Buy	+11,998	New	+$541K	0.02%	532

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

Chicago Partners Investment Group's PSCH Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 6.1% in Q2 2026, buying an estimated $18.2K and bringing the position to 7,007 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #1146.

Chicago Partners Investment Group first reported a position in PSCH in Q1 2025 and has held it in 6 quarters since. The position peaked at $477K in Q1 2025. 73 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Chicago Partners Investment Group held 7,007 shares of Invesco S&P SmallCap Health Care ETF worth $371K as of Q2 2026.
Chicago Partners Investment Group bought 400 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $18.2K.
Invesco S&P SmallCap Health Care ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1146 holding.
Chicago Partners Investment Group first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2025 and has held it in 6 quarters since.
Chicago Partners Investment Group's Invesco S&P SmallCap Health Care ETF position peaked at $477K in Q1 2025.
73 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.