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

Cypress Capital’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
2022 Q3	–	Sell	-13,725	Closed	-$626K	–	161
2022 Q2	$626K	Hold	13,725	–	–	0.09%	127
2022 Q1	$736K	Hold	13,725	–	–	0.09%	131
2021 Q4	$822K	Hold	13,725	–	–	0.09%	126
2021 Q3	$835K	Buy	+13,725	New	+$859K	0.11%	118

Other funds holding PSCH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cypress Capital's PSCH Position: Q3 2022 in Review

Cypress Capital sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2022, closing a stake of 13,725 shares — an estimated $626K sold.

Cypress Capital first reported a position in PSCH in Q3 2021 and held it in 4 quarters. The position peaked at $835K in Q3 2021. 95 funds tracked by Wall St. Rank hold PSCH as of Q3 2022.

Cypress Capital reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2022 after selling out during the quarter.
Cypress Capital sold 13,725 Invesco S&P SmallCap Health Care ETF shares in Q3 2022, an estimated $626K.
Cypress Capital first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2021 and held it in 4 quarters.
Cypress Capital's Invesco S&P SmallCap Health Care ETF position peaked at $835K in Q3 2021.
95 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2022.

Based on Cypress Capital's 13F filing for Q3 2022, filed 1 Feb 2023.