Congress Asset Management
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Congress Asset Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Congress Asset 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
2026
Q3 		$45.6K Buy
+45,640
New +$2.46M ﹤0.01% 397

Other funds holding PSCH

MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Congress Asset Management's PSCH Position: Q3 2026 in Review

Congress Asset Management opened a new position in Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2026: 45,640 shares worth $45.6K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings.

8 funds tracked by Wall St. Rank hold PSCH as of Q3 2026.

  • Congress Asset Management held 45,640 shares of Invesco S&P SmallCap Health Care ETF worth $45.6K as of Q3 2026.
  • Invesco S&P SmallCap Health Care ETF was a new Congress Asset Management position in Q3 2026.
  • Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #397 holding.
  • 8 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.