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

Founders Financial Alliance’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	$7.7K	Hold	147	–	–	﹤0.01%	703
2026 Q1	$6.05K	Buy	+147	New	+$6.31K	﹤0.01%	669
2025 Q4	–	Sell	-147	Closed	-$6.12K	–	686
2025 Q3	$6.12K	Buy	+147	New	+$5.89K	﹤0.01%	639
2025 Q1	–	Sell	-147	Closed	-$6.51K	–	641
2024 Q4	$6.51K	Hold	147	–	–	﹤0.01%	506
2024 Q3	$6.79K	Hold	147	–	–	﹤0.01%	515
2024 Q2	$6.26K	Hold	147	–	–	﹤0.01%	500
2024 Q1	$6.43K	Hold	147	–	–	﹤0.01%	505
2023 Q4	$6.29K	Hold	147	–	–	﹤0.01%	455
2023 Q3	$5.52K	Hold	147	–	–	﹤0.01%	439
2023 Q2	$6.53K	Hold	147	–	–	﹤0.01%	464
2023 Q1	$6.54K	Hold	147	–	–	﹤0.01%	416
2022 Q4	$6.47K	Hold	147	–	–	﹤0.01%	437
2022 Q3	$6K	Buy	+147	New	+$7.07K	﹤0.01%	434
2022 Q2	–	Sell	-147	Closed	-$8K	–	538
2022 Q1	$8K	Hold	147	–	–	﹤0.01%	400
2021 Q4	$9K	Hold	147	–	–	﹤0.01%	437
2021 Q3	$9K	Hold	147	–	–	﹤0.01%	409
2021 Q2	$9K	Hold	147	–	–	﹤0.01%	430
2021 Q1	$9K	Hold	147	–	–	﹤0.01%	411
2020 Q4	$8K	Hold	147	–	–	﹤0.01%	376
2020 Q3	$6K	Buy	+147	New	+$6.29K	﹤0.01%	928

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

Founders Financial Alliance's PSCH Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 147 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Founders Financial Alliance first reported a position in PSCH in Q3 2020 and has held it in 20 quarters since. The position peaked at $9K in Q4 2021. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Founders Financial Alliance held 147 shares of Invesco S&P SmallCap Health Care ETF worth $7.7K as of Q2 2026.
Founders Financial Alliance left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #703 holding.
Founders Financial Alliance first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2020 and has held it in 20 quarters since.
Founders Financial Alliance's Invesco S&P SmallCap Health Care ETF position peaked at $9K in Q4 2021.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.