Gladstone Institutional Advisory’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Gladstone Institutional Advisory’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	$353K	Buy	+8,578	New	+$368K	0.01%	622
2025 Q1	–	Sell	-6,918	Closed	-$306K	–	749
2024 Q4	$306K	Buy	6,918 +1,757	+34%	+$80.2K	0.01%	578
2024 Q3	$238K	Buy	5,161 +345	+7%	+$15.6K	0.01%	619
2024 Q2	$205K	Buy	+4,816	New	+$204K	0.01%	623
2024 Q1	–	Sell	-16,518	Closed	-$707K	–	696
2023 Q4	$707K	Buy	16,518 +3,190	+24%	+$120K	0.04%	348
2023 Q3	$500K	Buy	13,328 +6,146	+86%	+$256K	0.03%	387
2023 Q2	$319K	Sell	7,182 -831	-10%	-$36.7K	0.02%	511
2023 Q1	$350K	Sell	8,013 -10,530	-57%	-$476K	0.02%	487
2022 Q4	$816K	Buy	18,543 +4,317	+30%	+$194K	0.06%	312
2022 Q3	$624K	Buy	14,226 +4,491	+46%	+$216K	0.05%	347
2022 Q2	$444K	Buy	9,735 +684	+8%	+$32.6K	0.04%	431
2022 Q1	$486K	Buy	+9,051	New	+$481K	0.03%	433

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

Gladstone Institutional Advisory's PSCH Position: Q1 2026 in Review

Gladstone Institutional Advisory opened a new position in Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2026: 8,578 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in PSCH as recently as Q4 2024.

Gladstone Institutional Advisory first reported a position in PSCH in Q1 2022 and has held it in 12 quarters since. The position peaked at $816K in Q4 2022. 71 funds tracked by Wall St. Rank hold PSCH as of Q1 2026.

Gladstone Institutional Advisory held 8,578 shares of Invesco S&P SmallCap Health Care ETF worth $353K as of Q1 2026.
Invesco S&P SmallCap Health Care ETF was a new Gladstone Institutional Advisory position in Q1 2026.
Invesco S&P SmallCap Health Care ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #622 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2022 and has held it in 12 quarters since.
Gladstone Institutional Advisory's Invesco S&P SmallCap Health Care ETF position peaked at $816K in Q4 2022.
71 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.