Danda Trouve Investment Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Danda Trouve Investment 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
2022 Q1	–	Sell	-411	Closed	-$25K	–	134
2021 Q4	$25K	Hold	411	–	–	0.03%	85
2021 Q3	$25K	Hold	411	–	–	0.03%	96
2021 Q2	$26K	Hold	411	–	–	0.03%	84
2021 Q1	$25K	Hold	411	–	–	0.03%	74
2020 Q4	$23K	Hold	411	–	–	0.03%	83
2020 Q3	$18K	Hold	411	–	–	0.02%	88
2020 Q2	$17K	Hold	411	–	–	0.03%	81
2020 Q1	$14K	Hold	411	–	–	0.03%	85
2019 Q4	$18K	Buy	+411	New	+$16.6K	0.03%	89

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PSF

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Danda Trouve Investment Management's PSCH Position: Q1 2022 in Review

Danda Trouve Investment Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2022, closing a stake of 411 shares — an estimated $25K sold.

Danda Trouve Investment Management first reported a position in PSCH in Q4 2019 and held it in 9 quarters. The position peaked at $26K in Q2 2021. 104 funds tracked by Wall St. Rank hold PSCH as of Q1 2022.

Danda Trouve Investment Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2022 after selling out during the quarter.
Danda Trouve Investment Management sold 411 Invesco S&P SmallCap Health Care ETF shares in Q1 2022, an estimated $25K.
Danda Trouve Investment Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2019 and held it in 9 quarters.
Danda Trouve Investment Management's Invesco S&P SmallCap Health Care ETF position peaked at $26K in Q2 2021.
104 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2022.

Based on Danda Trouve Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.