Envestnet Asset Management
PSCH icon

Envestnet Asset Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Envestnet Asset 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
2026
Q2 		$651K Sell
12,440
-1,757
-12% -$80K ﹤0.01% 3900
2026
Q1 		$584K Buy
14,197
+829
+6% +$35.6K ﹤0.01% 3828
2025
Q4 		$589K Buy
13,368
+1,235
+10% +$53.9K ﹤0.01% 3596
2025
Q3 		$505K Sell
12,133
-5,249
-30% -$210K ﹤0.01% 3755
2025
Q2 		$697K Buy
17,382
+51
+0.3% +$2.06K ﹤0.01% 3484
2025
Q1 		$750K Sell
17,331
-625
-3% -$28.2K ﹤0.01% 3378
2024
Q4 		$795K Sell
17,956
-5,834
-25% -$266K ﹤0.01% 3311
2024
Q3 		$1.1M Buy
23,790
+621
+3% +$28.1K ﹤0.01% 3075
2024
Q2 		$987K Sell
23,169
-6,854
-23% -$290K ﹤0.01% 3050
2024
Q1 		$1.31M Sell
30,023
-6,781
-18% -$288K ﹤0.01% 2840
2023
Q4 		$1.58M Sell
36,804
-4,400
-11% -$166K ﹤0.01% 2614
2023
Q3 		$1.55M Buy
41,204
+4,760
+13% +$198K ﹤0.01% 2518
2023
Q2 		$1.62M Sell
36,444
-2,325
-6% -$103K ﹤0.01% 2412
2023
Q1 		$1.69M Sell
38,769
-1,467
-4% -$66.3K ﹤0.01% 2306
2022
Q4 		$1.77M Sell
40,236
-1,494
-4% -$67.2K ﹤0.01% 2245
2022
Q3 		$1.83M Sell
41,730
-42
-0.1% -$2.02K ﹤0.01% 2138
2022
Q2 		$1.91M Sell
41,772
-4,860
-10% -$232K ﹤0.01% 2138
2022
Q1 		$2.5M Buy
46,632
+1,536
+3% +$81.6K ﹤0.01% 2069
2021
Q4 		$2.7M Buy
45,096
+2,529
+6% +$152K ﹤0.01% 1972
2021
Q3 		$2.59M Sell
42,567
-912
-2% -$57.1K ﹤0.01% 1932
2021
Q2 		$2.81M Buy
43,479
+5,082
+13% +$316K ﹤0.01% 1848
2021
Q1 		$2.35M Buy
38,397
+6,933
+22% +$429K ﹤0.01% 1840
2020
Q4 		$1.78M Buy
31,464
+732
+2% +$36.5K ﹤0.01% 1826
2020
Q3 		$1.35M Buy
30,732
+1,773
+6% +$75.9K ﹤0.01% 1842
2020
Q2 		$1.17M Buy
28,959
+4,398
+18% +$168K ﹤0.01% 1876
2020
Q1 		$846K Buy
24,561
+576
+2% +$23.5K ﹤0.01% 1911
2019
Q4 		$1.03M Sell
23,985
-2,916
-11% -$118K ﹤0.01% 2004
2019
Q3 		$1.02M Buy
26,901
+2,556
+10% +$98.9K ﹤0.01% 1930
2019
Q2 		$957K Sell
24,345
-3,828
-14% -$145K ﹤0.01% 1966
2019
Q1 		$1.08M Sell
28,173
-990
-3% -$38.6K ﹤0.01% 1862
2018
Q4 		$1.04M Sell
29,163
-244,431
-89% -$10M ﹤0.01% 1727
2018
Q3 		$12.8M Sell
273,594
-85,524
-24% -$3.93M 0.02% 266
2018
Q2 		$15.4M Buy
+359,118
New +$14.5M 0.04% 235

Other funds holding PSCH

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
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

Envestnet Asset Management's PSCH Position: Q2 2026 in Review

Envestnet Asset Management reduced its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 12% in Q2 2026, selling an estimated $80K and leaving 12,440 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #3900.

Envestnet Asset Management first reported a position in PSCH in Q2 2018 and has held it in 33 quarters since. The position peaked at $15.4M in Q2 2018. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

  • Envestnet Asset Management held 12,440 shares of Invesco S&P SmallCap Health Care ETF worth $651K as of Q2 2026.
  • Envestnet Asset Management sold 1,757 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $80K.
  • Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3900 holding.
  • Envestnet Asset Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and has held it in 33 quarters since.
  • Envestnet Asset Management's Invesco S&P SmallCap Health Care ETF position peaked at $15.4M in Q2 2018.
  • 74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.