Fiduciary Trust’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Fiduciary Trust’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	-3,825	Closed	-$205K	–	661
2022 Q1	$205K	Hold	3,825	–	–	﹤0.01%	641
2021 Q4	$229K	Hold	3,825	–	–	﹤0.01%	612
2021 Q3	$233K	Hold	3,825	–	–	﹤0.01%	600
2021 Q2	$247K	Hold	3,825	–	–	﹤0.01%	582
2021 Q1	$235K	Hold	3,825	–	–	﹤0.01%	569
2020 Q4	$217K	Buy	+3,825	New	+$191K	﹤0.01%	546

Other funds holding PSCH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Trust's PSCH Position: Q2 2022 in Review

Fiduciary Trust sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2022, closing a stake of 3,825 shares — an estimated $205K sold.

Fiduciary Trust first reported a position in PSCH in Q4 2020 and held it in 6 quarters. The position peaked at $247K in Q2 2021. 94 funds tracked by Wall St. Rank hold PSCH as of Q2 2022.

Fiduciary Trust reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2022 after selling out during the quarter.
Fiduciary Trust sold 3,825 Invesco S&P SmallCap Health Care ETF shares in Q2 2022, an estimated $205K.
Fiduciary Trust first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2020 and held it in 6 quarters.
Fiduciary Trust's Invesco S&P SmallCap Health Care ETF position peaked at $247K in Q2 2021.
94 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2022.

Based on Fiduciary Trust's 13F filing for Q2 2022, filed 12 Aug 2022.