IHT Wealth Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

IHT Wealth Management’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	$3.15M	Sell	60,120 -4,322	-7%	-$197K	0.07%	295
2026 Q1	$2.65M	Buy	64,442 +42,794	+198%	+$1.84M	0.06%	307
2025 Q4	$954K	Sell	21,648 -9,391	-30%	-$410K	0.02%	555
2025 Q3	$1.29M	Buy	31,039 +6,470	+26%	+$259K	0.03%	453
2025 Q2	$984K	Buy	24,569 +10,315	+72%	+$417K	0.03%	505
2025 Q1	$617K	Sell	14,254 -1,917	-12%	-$86.4K	0.02%	605
2024 Q4	$716K	Sell	16,171 -905	-5%	-$41.3K	0.02%	558
2024 Q3	$788K	Buy	17,076 +3,277	+24%	+$148K	0.02%	571
2024 Q2	$588K	Buy	13,799 +1,411	+11%	+$59.7K	0.02%	585
2024 Q1	$542K	Buy	+12,388	New	+$526K	0.02%	603
2023 Q2	–	Sell	-6,591	Closed	-$288K	–	1009
2023 Q1	$288K	Hold	6,591	–	–	0.02%	717
2022 Q4	$290K	Sell	6,591 -150	-2%	-$6.74K	0.02%	669
2022 Q3	$296K	Hold	6,741	–	–	0.02%	628
2022 Q2	$307K	Buy	6,741 +105	+2%	+$5.01K	0.03%	523
2022 Q1	$356K	Sell	6,636 -1,365	-17%	-$72.5K	0.03%	516
2021 Q4	$479K	Buy	8,001 +3,390	+74%	+$203K	0.04%	452
2021 Q3	$281K	Buy	+4,611	New	+$289K	0.02%	612
2021 Q2	–	Sell	-3,420	Closed	-$210K	–	972
2021 Q1	$210K	Buy	+3,420	New	+$212K	0.02%	758

Other funds holding PSCH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IHT Wealth Management's PSCH Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 6.7% in Q2 2026, selling an estimated $197K and leaving 60,120 shares worth $3.15M. The position accounts for 0.07% of the portfolio, ranked #295.

IHT Wealth Management first reported a position in PSCH in Q1 2021 and has held it in 18 quarters since. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

IHT Wealth Management held 60,120 shares of Invesco S&P SmallCap Health Care ETF worth $3.15M as of Q2 2026.
IHT Wealth Management sold 4,322 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $197K.
Invesco S&P SmallCap Health Care ETF made up 0.07% of IHT Wealth Management's portfolio in Q2 2026, its #295 holding.
IHT Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2021 and has held it in 18 quarters since.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.