GRP
PSCH icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return