Financial Architects (New Jersey)’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-888	Closed	-$36K	–	634
2020 Q2	$36K	Sell	888 -444	-33%	-$17K	0.01%	468
2020 Q1	$46K	Buy	1,332 +984	+283%	+$40.2K	0.01%	397
2019 Q4	$15K	Sell	348 -132	-28%	-$5.34K	﹤0.01%	617
2019 Q3	$18K	Buy	480 +447	+1,355%	+$17.3K	﹤0.01%	619
2019 Q2	$1K	Sell	33 -1,593	-98%	-$60.3K	﹤0.01%	1154
2019 Q1	$62K	Buy	1,626 +1,593	+4,827%	+$62.1K	0.01%	557
2018 Q4	$1K	Sell	33 -1,464	-98%	-$59.9K	﹤0.01%	1284
2018 Q3	$71K	Buy	+1,497	New	+$68.8K	0.01%	544

Other funds holding PSCH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Architects (New Jersey)'s PSCH Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2020, closing a stake of 888 shares — an estimated $36K sold.

Financial Architects (New Jersey) first reported a position in PSCH in Q3 2018 and held it in 8 quarters. The position peaked at $71K in Q3 2018. 75 funds tracked by Wall St. Rank hold PSCH as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 888 Invesco S&P SmallCap Health Care ETF shares in Q3 2020, an estimated $36K.
Financial Architects (New Jersey) first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2018 and held it in 8 quarters.
Financial Architects (New Jersey)'s Invesco S&P SmallCap Health Care ETF position peaked at $71K in Q3 2018.
75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.