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 Q2	$516K	Buy	9,862 +1,284	+15%	+$58.5K	0.02%	582
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

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

Gladstone Institutional Advisory's PSCH Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 15% in Q2 2026, buying an estimated $58.5K and bringing the position to 9,862 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #582.

Gladstone Institutional Advisory first reported a position in PSCH in Q1 2022 and has held it in 13 quarters since. The position peaked at $816K in Q4 2022. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Gladstone Institutional Advisory held 9,862 shares of Invesco S&P SmallCap Health Care ETF worth $516K as of Q2 2026.
Gladstone Institutional Advisory bought 1,284 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $58.5K.
Invesco S&P SmallCap Health Care ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #582 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2022 and has held it in 13 quarters since.
Gladstone Institutional Advisory's Invesco S&P SmallCap Health Care ETF position peaked at $816K in Q4 2022.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.