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Financial Insights’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Financial Insights’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
2021
Q3 		– Sell
-1,890
Closed -$1.22M – 185
2021
Q2 		$1.22M Buy
+1,890
New +$118K 0.1% 108

Other funds holding PSCH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Insights's PSCH Position: Q3 2021 in Review

Financial Insights sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2021, closing a stake of 1,890 shares — an estimated $1.22M sold.

Financial Insights first reported a position in PSCH in Q2 2021 and held it in 1 quarter. The position peaked at $1.22M in Q2 2021. 98 funds tracked by Wall St. Rank hold PSCH as of Q3 2021.

  • Financial Insights reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 1,890 Invesco S&P SmallCap Health Care ETF shares in Q3 2021, an estimated $1.22M.
  • Financial Insights first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2021 and held it in 1 quarter.
  • Financial Insights's Invesco S&P SmallCap Health Care ETF position peaked at $1.22M in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.