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
2026 Q2	$200K	Buy	+3,825	New	+$174K	﹤0.01%	878
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

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

Fiduciary Trust's PSCH Position: Q2 2026 in Review

Fiduciary Trust opened a new position in Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2026: 3,825 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Fiduciary Trust previously reported a position in PSCH as recently as Q1 2022.

Fiduciary Trust first reported a position in PSCH in Q4 2020 and has held it in 7 quarters since. The position peaked at $247K in Q2 2021. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Fiduciary Trust held 3,825 shares of Invesco S&P SmallCap Health Care ETF worth $200K as of Q2 2026.
Invesco S&P SmallCap Health Care ETF was a new Fiduciary Trust position in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #878 holding.
Fiduciary Trust first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2020 and has held it in 7 quarters since.
Fiduciary Trust's Invesco S&P SmallCap Health Care ETF position peaked at $247K in Q2 2021.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.