Dynamic Advisor Solutions’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Dynamic Advisor Solutions’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
2023 Q2	–	Sell	-4,788	Closed	-$209K	–	841
2023 Q1	$209K	Buy	4,788 +123	+3%	+$5.56K	0.01%	689
2022 Q4	$205K	Sell	4,665 -210	-4%	-$9.44K	0.01%	658
2022 Q3	$214K	Buy	4,875 +465	+11%	+$22.4K	0.02%	616
2022 Q2	$201K	Buy	+4,410	New	+$210K	0.02%	652
2022 Q1	–	Sell	-4,680	Closed	-$280K	–	771
2021 Q4	$280K	Buy	+4,680	New	+$281K	0.02%	588
2021 Q2	–	Sell	-4,476	Closed	-$274K	–	800
2021 Q1	$274K	Sell	4,476 -468	-9%	-$29K	0.03%	521
2020 Q4	$280K	Buy	+4,944	New	+$247K	0.03%	510

Other funds holding PSCH

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

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

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

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

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

PSF

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Dynamic Advisor Solutions's PSCH Position: Q2 2023 in Review

Dynamic Advisor Solutions sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2023, closing a stake of 4,788 shares — an estimated $209K sold.

Dynamic Advisor Solutions first reported a position in PSCH in Q4 2020 and held it in 7 quarters. The position peaked at $280K in Q4 2021. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2023.

Dynamic Advisor Solutions reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 4,788 Invesco S&P SmallCap Health Care ETF shares in Q2 2023, an estimated $209K.
Dynamic Advisor Solutions first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2020 and held it in 7 quarters.
Dynamic Advisor Solutions's Invesco S&P SmallCap Health Care ETF position peaked at $280K in Q4 2021.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.