GI
PSCH icon

Gradient Investments’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Gradient Investments’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
Q2 		– Sell
-1
Closed -$31 – 1475
2024
Q1 		$31 Sell
1
-69
-99% -$2.93K ﹤0.01% 1171
2023
Q4 		$2.98K Buy
70
+1
+1% +$38 ﹤0.01% 1122
2023
Q3 		$2.59K Sell
69
-75
-52% -$3.13K ﹤0.01% 1106
2023
Q2 		$6.35K Sell
144
-1,263
-90% -$55.8K ﹤0.01% 902
2023
Q1 		$61.4K Sell
1,407
-280,047
-100% -$12.7M ﹤0.01% 462
2022
Q4 		$12.4M Buy
281,454
+281,385
+407,804% +$12.6M 0.39% 93
2022
Q3 		$3K Buy
+69
New +$3.32K ﹤0.01% 1078

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return