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IFP Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

IFP Advisors’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
-246
Closed -$10.8K – 3317
2024
Q1 		$10.8K Hold
246
– – ﹤0.01% 2208
2023
Q4 		$10.5K Hold
246
– – ﹤0.01% 2169
2023
Q3 		$9.24K Hold
246
– – ﹤0.01% 2282
2023
Q2 		$10.9K Hold
246
– – ﹤0.01% 2271
2023
Q1 		$10.4K Hold
246
– – ﹤0.01% 2271
2022
Q4 		$10K Hold
246
– – ﹤0.01% 3402
2022
Q3 		$10K Hold
246
– – ﹤0.01% 3666
2022
Q2 		$10K Hold
246
– – ﹤0.01% 3421
2022
Q1 		$10K Hold
246
– – ﹤0.01% 3421
2021
Q4 		$15K Sell
246
-1,047
-81% -$62.8K ﹤0.01% 2077
2021
Q3 		$79K Hold
1,293
– – ﹤0.01% 1394
2021
Q2 		$84K Hold
1,293
– – ﹤0.01% 1316
2021
Q1 		$79K Sell
1,293
-6
-0.5% -$372 ﹤0.01% 1268
2020
Q4 		$74K Hold
1,299
– – ﹤0.01% 1280
2020
Q3 		$57K Sell
1,299
-6
-0.5% -$257 ﹤0.01% 1241
2020
Q2 		$52K Hold
1,305
– – ﹤0.01% 1205
2020
Q1 		$44K Hold
1,305
– – ﹤0.01% 1182
2019
Q4 		$56K Sell
1,305
-300
-19% -$12.1K ﹤0.01% 1205
2019
Q3 		$60K Buy
+1,605
New +$62.1K ﹤0.01% 1289
2019
Q1 		$107K Sell
2,763
-804
-23% -$31.3K 0.01% 666
2018
Q4 		$127K Sell
3,567
-81
-2% -$3.31K 0.01% 1073
2018
Q3 		$171K Sell
3,648
-345
-9% -$15.9K 0.01% 1163
2018
Q2 		$171K Buy
+3,993
New +$162K 0.01% 1157
2016
Q2 		– Sell
-2,763
Closed -$107K – 4012
2016
Q1 		$107K Buy
+2,763
New +$58.5K 0.01% 665

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 $377B 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 $530B 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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

IFP Advisors's PSCH Position: Q2 2024 in Review

IFP Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2024, closing a stake of 246 shares — an estimated $10.8K sold.

IFP Advisors first reported a position in PSCH in Q1 2016 and held it in 24 quarters. The position peaked at $171K in Q3 2018. 79 funds tracked by Wall St. Rank hold PSCH as of Q2 2024.

  • IFP Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 246 Invesco S&P SmallCap Health Care ETF shares in Q2 2024, an estimated $10.8K.
  • IFP Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2016 and held it in 24 quarters.
  • IFP Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $171K in Q3 2018.
  • 79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.