Glenmede Trust’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Glenmede Trust’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
2024 Q4	–	Sell	-471	Closed	-$21.7K	–	1445
2024 Q3	$21.7K	Hold	471	–	–	﹤0.01%	1348
2024 Q2	$20.1K	Hold	471	–	–	﹤0.01%	1318
2024 Q1	$20.6K	Hold	471	–	–	﹤0.01%	1306
2023 Q4	$20.2K	Hold	471	–	–	﹤0.01%	1258
2023 Q3	$17.7K	Hold	471	–	–	﹤0.01%	1217
2023 Q2	$20.6K	Hold	471	–	–	﹤0.01%	1231
2023 Q1	$20.6K	Hold	471	–	–	﹤0.01%	1237
2022 Q4	$20.7K	Hold	471	–	–	﹤0.01%	1233
2022 Q3	$20K	Hold	471	–	–	﹤0.01%	1220
2022 Q2	$21K	Hold	471	–	–	﹤0.01%	1233
2022 Q1	$25K	Hold	471	–	–	﹤0.01%	1262
2021 Q4	$28K	Buy	+471	New	+$28.3K	﹤0.01%	1265
2020 Q2	–	Sell	-489	Closed	-$21K	–	2586
2020 Q1	$21K	Hold	489	–	–	﹤0.01%	2077
2019 Q4	$21K	Buy	+489	New	+$19.8K	﹤0.01%	2077

Other funds holding PSCH

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

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

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

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

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

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

Glenmede Trust's PSCH Position: Q4 2024 in Review

Glenmede Trust sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2024, closing a stake of 471 shares — an estimated $21.7K sold.

Glenmede Trust first reported a position in PSCH in Q4 2019 and held it in 14 quarters. The position peaked at $28K in Q4 2021. 79 funds tracked by Wall St. Rank hold PSCH as of Q4 2024.

Glenmede Trust reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2024 after selling out during the quarter.
Glenmede Trust sold 471 Invesco S&P SmallCap Health Care ETF shares in Q4 2024, an estimated $21.7K.
Glenmede Trust first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2019 and held it in 14 quarters.
Glenmede Trust's Invesco S&P SmallCap Health Care ETF position peaked at $28K in Q4 2021.
79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2024.

Based on Glenmede Trust's 13F filing for Q4 2024, filed 14 Feb 2025.