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EP Wealth Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-1,911
Closed -$103K – 680
2022
Q1 		$103K Buy
+1,911
New +$101K ﹤0.01% 624

Other funds holding PSCH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EP Wealth Advisors's PSCH Position: Q2 2022 in Review

EP Wealth Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2022, closing a stake of 1,911 shares — an estimated $103K sold.

EP Wealth Advisors first reported a position in PSCH in Q1 2022 and held it in 1 quarter. The position peaked at $103K in Q1 2022. 94 funds tracked by Wall St. Rank hold PSCH as of Q2 2022.

  • EP Wealth Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 1,911 Invesco S&P SmallCap Health Care ETF shares in Q2 2022, an estimated $103K.
  • EP Wealth Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2022 and held it in 1 quarter.
  • EP Wealth Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $103K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.