Global Retirement Partners’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Global Retirement Partners’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	$47.9K	Buy	+915	New	+$41.7K	﹤0.01%	2548
2025 Q4	–	Sell	-915	Closed	-$38.1K	–	4376
2025 Q3	$38.1K	Hold	915	–	–	﹤0.01%	2058
2025 Q2	$36.7K	Buy	+915	New	+$37K	﹤0.01%	1944
2024 Q4	$40.5K	Hold	915	–	–	﹤0.01%	1727
2024 Q3	$42.2K	Hold	915	–	–	﹤0.01%	1638
2024 Q2	$39K	Hold	915	–	–	﹤0.01%	1668
2024 Q1	$40K	Hold	915	–	–	﹤0.01%	1502
2023 Q4	$38.5K	Buy	+915	New	+$34.4K	﹤0.01%	1483
2019 Q4	–	Sell	-81	Closed	-$3K	–	1683
2019 Q3	$3K	Hold	81	–	–	﹤0.01%	1405
2019 Q2	$3K	Sell	81 -1,593	-95%	-$60.3K	﹤0.01%	1392
2019 Q1	$64K	Hold	1,674	–	–	0.02%	484
2018 Q4	$60K	Buy	1,674 +81	+5%	+$3.31K	0.02%	476
2018 Q3	$75K	Hold	1,593	–	–	0.02%	469
2018 Q2	$68K	Buy	+1,593	New	+$64.5K	0.02%	467

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

Global Retirement Partners's PSCH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2026: 915 shares worth $47.9K. The stake represents ﹤0.01% of the portfolio and ranks #2548 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PSCH as recently as Q3 2025.

Global Retirement Partners first reported a position in PSCH in Q2 2018 and has held it in 14 quarters since. The position peaked at $75K in Q3 2018. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Global Retirement Partners held 915 shares of Invesco S&P SmallCap Health Care ETF worth $47.9K as of Q2 2026.
Invesco S&P SmallCap Health Care ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2548 holding.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and has held it in 14 quarters since.
Global Retirement Partners's Invesco S&P SmallCap Health Care ETF position peaked at $75K in Q3 2018.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.