Householder Group Estate & Retirement Specialist’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Householder Group Estate & Retirement Specialist’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	-306	Closed	-$14K	–	1015
2024 Q3	$14K	Hold	306	–	–	﹤0.01%	770
2024 Q2	$13K	Buy	306 +192	+168%	+$8.12K	﹤0.01%	768
2024 Q1	$4.99K	Hold	114	–	–	﹤0.01%	929
2023 Q4	$4K	Hold	114	–	–	﹤0.01%	920
2023 Q3	$4.28K	Buy	+114	New	+$4.75K	﹤0.01%	968
2023 Q1	$14K	Buy	+312	New	+$14.1K	0.01%	722
2022 Q4	–	Sell	-312	Closed	-$13K	–	896
2022 Q3	$13K	Buy	+312	New	+$15K	0.01%	675

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

Householder Group Estate & Retirement Specialist's PSCH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2024, closing a stake of 306 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in PSCH in Q3 2022 and held it in 7 quarters. The position peaked at $14K in Q3 2024. 79 funds tracked by Wall St. Rank hold PSCH as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 306 Invesco S&P SmallCap Health Care ETF shares in Q4 2024, an estimated $14K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P SmallCap Health Care ETF position peaked at $14K in Q3 2024.
79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.