Essex Financial Services’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Essex Financial Services’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	$209K	Buy	+3,999	New	+$182K	0.01%	789
2022 Q2	–	Sell	-3,999	Closed	-$215K	–	515
2022 Q1	$215K	Hold	3,999	–	–	0.02%	463
2021 Q4	$239K	Hold	3,999	–	–	0.02%	422
2021 Q3	$243K	Hold	3,999	–	–	0.03%	397
2021 Q2	$245K	Hold	3,999	–	–	0.04%	377
2021 Q1	$245K	Buy	+3,999	New	+$248K	0.04%	304

Other funds holding PSCH

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Essex Financial Services's PSCH Position: Q2 2026 in Review

Essex Financial Services opened a new position in Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2026: 3,999 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in PSCH as recently as Q1 2022.

Essex Financial Services first reported a position in PSCH in Q1 2021 and has held it in 6 quarters since. The position peaked at $245K in Q2 2021. 73 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Essex Financial Services held 3,999 shares of Invesco S&P SmallCap Health Care ETF worth $209K as of Q2 2026.
Invesco S&P SmallCap Health Care ETF was a new Essex Financial Services position in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #789 holding.
Essex Financial Services first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2021 and has held it in 6 quarters since.
Essex Financial Services's Invesco S&P SmallCap Health Care ETF position peaked at $245K in Q2 2021.
73 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.