CWM
PSCH icon

Cornerstone Wealth Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Cornerstone Wealth 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
2018
Q3 		– Sell
-338,028
Closed -$867K – 1485
2018
Q2 		$867K Buy
+338,028
New +$13.7M 0.01% 820

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cornerstone Wealth Management's PSCH Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2018, closing a stake of 338,028 shares — an estimated $867K sold.

Cornerstone Wealth Management first reported a position in PSCH in Q2 2018 and held it in 1 quarter. The position peaked at $867K in Q2 2018. 117 funds tracked by Wall St. Rank hold PSCH as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 338,028 Invesco S&P SmallCap Health Care ETF shares in Q3 2018, an estimated $867K.
  • Cornerstone Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco S&P SmallCap Health Care ETF position peaked at $867K in Q2 2018.
  • 117 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.