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Clear Creek Financial Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Clear Creek Financial Management’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
2025
Q2 		– Sell
-6,757
Closed -$292K – 573
2025
Q1 		$292K Sell
6,757
-5,842
-46% -$263K 0.03% 400
2024
Q4 		$558K Sell
12,599
-6,528
-34% -$298K 0.06% 276
2024
Q3 		$883K Buy
19,127
+14
+0.1% +$634 0.1% 187
2024
Q2 		$814K Sell
19,113
-551
-3% -$23.3K 0.1% 185
2024
Q1 		$860K Buy
+19,664
New +$835K 0.11% 172

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Clear Creek Financial Management's PSCH Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2025, closing a stake of 6,757 shares — an estimated $292K sold.

Clear Creek Financial Management first reported a position in PSCH in Q1 2024 and held it in 5 quarters. The position peaked at $883K in Q3 2024. 65 funds tracked by Wall St. Rank hold PSCH as of Q2 2025.

  • Clear Creek Financial Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 6,757 Invesco S&P SmallCap Health Care ETF shares in Q2 2025, an estimated $292K.
  • Clear Creek Financial Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2024 and held it in 5 quarters.
  • Clear Creek Financial Management's Invesco S&P SmallCap Health Care ETF position peaked at $883K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.