Evolution Wealth Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Evolution Wealth 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	$1.73K	Hold	33	–	–	﹤0.01%	840
2026 Q1	$1.36K	Hold	33	–	–	﹤0.01%	773
2025 Q4	$1.46K	Hold	33	–	–	﹤0.01%	667
2025 Q3	$1.38K	Buy	+33	New	+$1.32K	﹤0.01%	527

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 $668M AUM 24.84% 1-Year Est. Return

Evolution Wealth Management's PSCH Position: Q2 2026 in Review

Evolution Wealth Management held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 33 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Evolution Wealth Management first reported a position in PSCH in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Evolution Wealth Management held 33 shares of Invesco S&P SmallCap Health Care ETF worth $1.73K as of Q2 2026.
Evolution Wealth Management left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #840 holding.
Evolution Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2025 and has held it in 4 quarters since.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.