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 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

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

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

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

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Founders Financial Alliance's PSCH Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2026: 147 shares worth $6.05K. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in PSCH as recently as Q3 2025.

Founders Financial Alliance first reported a position in PSCH in Q3 2020 and has held it in 19 quarters since. The position peaked at $9K in Q4 2021. 71 funds tracked by Wall St. Rank hold PSCH as of Q1 2026.

Founders Financial Alliance held 147 shares of Invesco S&P SmallCap Health Care ETF worth $6.05K as of Q1 2026.
Invesco S&P SmallCap Health Care ETF was a new Founders Financial Alliance position in Q1 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #669 holding.
Founders Financial Alliance first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2020 and has held it in 19 quarters since.
Founders Financial Alliance's Invesco S&P SmallCap Health Care ETF position peaked at $9K in Q4 2021.
71 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.