Creative Planning
PSCH icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

Creative Planning's PSCH Position: Q1 2025 in Review

Creative Planning sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2025, closing a stake of 4,576 shares — an estimated $203K sold.

Creative Planning first reported a position in PSCH in Q2 2018 and held it in 27 quarters. The position peaked at $2.08M in Q1 2021. 69 funds tracked by Wall St. Rank hold PSCH as of Q1 2025.

  • Creative Planning reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 4,576 Invesco S&P SmallCap Health Care ETF shares in Q1 2025, an estimated $203K.
  • Creative Planning first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and held it in 27 quarters.
  • Creative Planning's Invesco S&P SmallCap Health Care ETF position peaked at $2.08M in Q1 2021.
  • 69 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.