Creative Planning’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Creative Planning’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	$220K	Buy	+4,197	New	+$191K	﹤0.01%	3815
2025 Q1	–	Sell	-4,576	Closed	-$203K	–	3672
2024 Q4	$203K	Buy	4,576 +1	+0%	+$46	﹤0.01%	2958
2024 Q3	$211K	Sell	4,575 -1,668	-27%	-$75.5K	﹤0.01%	2790
2024 Q2	$266K	Buy	6,243 +18	+0.3%	+$761	﹤0.01%	2455
2024 Q1	$272K	Hold	6,225	–	–	﹤0.01%	2331
2023 Q4	$266K	Sell	6,225 -5,100	-45%	-$192K	﹤0.01%	2178
2023 Q3	$425K	Sell	11,325 -7,632	-40%	-$318K	﹤0.01%	1668
2023 Q2	$842K	Sell	18,957 -2,100	-10%	-$92.7K	﹤0.01%	1221
2023 Q1	$919K	Sell	21,057 -1,275	-6%	-$57.7K	﹤0.01%	1125
2022 Q4	$983K	Sell	22,332 -369	-2%	-$16.6K	﹤0.01%	1045
2022 Q3	$996K	Hold	22,701	–	–	﹤0.01%	971
2022 Q2	$1.03M	Buy	22,701 +69	+0.3%	+$3.29K	﹤0.01%	961
2022 Q1	$1.21M	Hold	22,632	–	–	﹤0.01%	901
2021 Q4	$1.35M	Sell	22,632 -321	-1%	-$19.3K	﹤0.01%	824
2021 Q3	$1.4M	Sell	22,953 -987	-4%	-$61.8K	﹤0.01%	798
2021 Q2	$1.55M	Sell	23,940 -10,023	-30%	-$624K	﹤0.01%	768
2021 Q1	$2.08M	Sell	33,963 -186	-0.5%	-$11.5K	﹤0.01%	709
2020 Q4	$1.93M	Buy	34,149 +186	+0.5%	+$9.28K	﹤0.01%	681
2020 Q3	$1.5M	Sell	33,963 -330	-1%	-$14.1K	﹤0.01%	666
2020 Q2	$1.38M	Sell	34,293 -1,800	-5%	-$68.9K	﹤0.01%	631
2020 Q1	$1.24M	Sell	36,093 -606	-2%	-$24.7K	﹤0.01%	564
2019 Q4	$1.58M	Sell	36,699 -360	-1%	-$14.6K	﹤0.01%	597
2019 Q3	$1.4M	Buy	37,059 +297	+0.8%	+$11.5K	﹤0.01%	614
2019 Q2	$1.45M	Buy	36,762 +210	+0.6%	+$7.95K	﹤0.01%	604
2019 Q1	$1.41M	Sell	36,552 -87	-0.2%	-$3.39K	0.01%	597
2018 Q4	$1.31M	Sell	36,639 -981	-3%	-$40.1K	0.01%	560
2018 Q3	$1.76M	Buy	37,620 +1,134	+3%	+$52.1K	0.01%	519
2018 Q2	$1.56M	Buy	+36,486	New	+$1.48M	0.01%	539

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

Creative Planning's PSCH Position: Q2 2026 in Review

Creative Planning opened a new position in Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2026: 4,197 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #3815 among its holdings. This is a return to the name: Creative Planning previously reported a position in PSCH as recently as Q4 2024.

Creative Planning first reported a position in PSCH in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.08M in Q1 2021. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Creative Planning held 4,197 shares of Invesco S&P SmallCap Health Care ETF worth $220K as of Q2 2026.
Invesco S&P SmallCap Health Care ETF was a new Creative Planning position in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3815 holding.
Creative Planning first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and has held it in 28 quarters since.
Creative Planning's Invesco S&P SmallCap Health Care ETF position peaked at $2.08M in Q1 2021.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.