EH
PSCH icon

Equitable Holdings’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Equitable Holdings’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
2024
Q3 		– Sell
-6,369
Closed -$271K – 1298
2024
Q2 		$271K Sell
6,369
-990
-13% -$41.9K ﹤0.01% 1020
2024
Q1 		$322K Sell
7,359
-1,534
-17% -$65.1K ﹤0.01% 940
2023
Q4 		$381K Sell
8,893
-2,473
-22% -$93K ﹤0.01% 861
2023
Q3 		$427K Sell
11,366
-1,279
-10% -$53.3K 0.01% 771
2023
Q2 		$562K Sell
12,645
-1,215
-9% -$53.7K 0.01% 671
2023
Q1 		$605K Sell
13,860
-150
-1% -$6.78K 0.01% 595
2022
Q4 		$616K Sell
14,010
-300
-2% -$13.5K 0.01% 564
2022
Q3 		$628K Sell
14,310
-96
-0.7% -$4.61K 0.01% 512
2022
Q2 		$657K Buy
14,406
+294
+2% +$14K 0.01% 494
2022
Q1 		$757K Buy
14,112
+672
+5% +$35.7K 0.01% 476
2021
Q4 		$805K Buy
13,440
+75
+0.6% +$4.5K 0.01% 454
2021
Q3 		$813K Buy
13,365
+1,314
+11% +$82.3K 0.01% 430
2021
Q2 		$778K Buy
12,051
+315
+3% +$19.6K 0.01% 429
2021
Q1 		$720K Hold
11,736
– – 0.02% 423
2020
Q4 		$665K Sell
11,736
-3,825
-25% -$191K 0.02% 393
2020
Q3 		$685K Buy
15,561
+3,585
+30% +$153K 0.02% 359
2020
Q2 		$483K Sell
11,976
-210
-2% -$8.04K 0.01% 415
2020
Q1 		$420K Buy
+12,186
New +$498K 0.02% 396

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Equitable Holdings's PSCH Position: Q3 2024 in Review

Equitable Holdings sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2024, closing a stake of 6,369 shares — an estimated $271K sold.

Equitable Holdings first reported a position in PSCH in Q1 2020 and held it in 18 quarters. The position peaked at $813K in Q3 2021. 79 funds tracked by Wall St. Rank hold PSCH as of Q3 2024.

  • Equitable Holdings reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Equitable Holdings sold 6,369 Invesco S&P SmallCap Health Care ETF shares in Q3 2024, an estimated $271K.
  • Equitable Holdings first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2020 and held it in 18 quarters.
  • Equitable Holdings's Invesco S&P SmallCap Health Care ETF position peaked at $813K in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2024.

Based on Equitable Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.