Copeland Capital Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Copeland Capital 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 Q2	$628	Buy	+12	New	+$546	﹤0.01%	262

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

Copeland Capital Management's PSCH Position: Q2 2026 in Review

Copeland Capital Management opened a new position in Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2026: 12 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings.

74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Copeland Capital Management held 12 shares of Invesco S&P SmallCap Health Care ETF worth $628 as of Q2 2026.
Invesco S&P SmallCap Health Care ETF was a new Copeland Capital Management position in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #262 holding.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.