First Personal Financial Services’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

First Personal Financial Services’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
2019 Q4	–	Sell	-1,014	Closed	-$38K	–	570
2019 Q3	$38K	Hold	1,014	–	–	0.01%	271
2019 Q2	$40K	Hold	1,014	–	–	0.01%	309
2019 Q1	$39K	Buy	+1,014	New	+$39.5K	0.01%	311

Other funds holding PSCH

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

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

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

First Personal Financial Services's PSCH Position: Q4 2019 in Review

First Personal Financial Services sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2019, closing a stake of 1,014 shares — an estimated $38K sold.

First Personal Financial Services first reported a position in PSCH in Q1 2019 and held it in 3 quarters. The position peaked at $40K in Q2 2019. 90 funds tracked by Wall St. Rank hold PSCH as of Q4 2019.

First Personal Financial Services reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2019 after selling out during the quarter.
First Personal Financial Services sold 1,014 Invesco S&P SmallCap Health Care ETF shares in Q4 2019, an estimated $38K.
First Personal Financial Services first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2019 and held it in 3 quarters.
First Personal Financial Services's Invesco S&P SmallCap Health Care ETF position peaked at $40K in Q2 2019.
90 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.