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

Faithward 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
2024
Q1 		– Sell
-471
Closed -$19.2K – 300
2023
Q4 		$19.2K Hold
471
– – ﹤0.01% 217
2023
Q3 		$16.7K Sell
471
-942
-67% -$39.3K ﹤0.01% 210
2023
Q2 		$19.9K Buy
1,413
+942
+200% +$41.6K ﹤0.01% 214
2023
Q1 		$20.7K Buy
+471
New +$21.3K ﹤0.01% 255

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Faithward Advisors's PSCH Position: Q1 2024 in Review

Faithward Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2024, closing a stake of 471 shares — an estimated $19.2K sold.

Faithward Advisors first reported a position in PSCH in Q1 2023 and held it in 4 quarters. The position peaked at $20.7K in Q1 2023. 81 funds tracked by Wall St. Rank hold PSCH as of Q1 2024.

  • Faithward Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2024 after selling out during the quarter.
  • Faithward Advisors sold 471 Invesco S&P SmallCap Health Care ETF shares in Q1 2024, an estimated $19.2K.
  • Faithward Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2023 and held it in 4 quarters.
  • Faithward Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $20.7K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2024.

Based on Faithward Advisors's 13F filing for Q1 2024, filed 15 May 2024.