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Clean Yield Group’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Clean Yield 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
2021
Q1 		– Sell
-135
Closed -$8K – 318
2020
Q4 		$8K Buy
+135
New +$6.73K ﹤0.01% 365

Other funds holding PSCH

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Clean Yield Group's PSCH Position: Q1 2021 in Review

Clean Yield Group sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2021, closing a stake of 135 shares — an estimated $8K sold.

Clean Yield Group first reported a position in PSCH in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 93 funds tracked by Wall St. Rank hold PSCH as of Q1 2021.

  • Clean Yield Group reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2021 after selling out during the quarter.
  • Clean Yield Group sold 135 Invesco S&P SmallCap Health Care ETF shares in Q1 2021, an estimated $8K.
  • Clean Yield Group first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2020 and held it in 1 quarter.
  • Clean Yield Group's Invesco S&P SmallCap Health Care ETF position peaked at $8K in Q4 2020.
  • 93 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2021.

Based on Clean Yield Group's 13F filing for Q1 2021, filed 26 Apr 2021.