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Coppell Advisory Solutions’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Coppell Advisory Solutions’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
2024
Q4 		– Sell
-138
Closed -$6.3K – 2055
2024
Q3 		$6.3K Buy
+138
New +$6.25K ﹤0.01% 1211

Other funds holding PSCH

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
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
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
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coppell Advisory Solutions's PSCH Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2024, closing a stake of 138 shares — an estimated $6.3K sold.

Coppell Advisory Solutions first reported a position in PSCH in Q3 2024 and held it in 1 quarter. The position peaked at $6.3K in Q3 2024. 79 funds tracked by Wall St. Rank hold PSCH as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 138 Invesco S&P SmallCap Health Care ETF shares in Q4 2024, an estimated $6.3K.
  • Coppell Advisory Solutions first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Invesco S&P SmallCap Health Care ETF position peaked at $6.3K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.