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Independent Advisor Alliance’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Independent Advisor Alliance’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
2019
Q1 		– Sell
-11,193
Closed -$436K – 461
2018
Q4 		$436K Buy
+11,193
New +$458K 0.08% 228

Other funds holding PSCH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Independent Advisor Alliance's PSCH Position: Q1 2019 in Review

Independent Advisor Alliance sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2019, closing a stake of 11,193 shares — an estimated $436K sold.

Independent Advisor Alliance first reported a position in PSCH in Q4 2018 and held it in 1 quarter. The position peaked at $436K in Q4 2018. 102 funds tracked by Wall St. Rank hold PSCH as of Q1 2019.

  • Independent Advisor Alliance reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,193 Invesco S&P SmallCap Health Care ETF shares in Q1 2019, an estimated $436K.
  • Independent Advisor Alliance first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2018 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco S&P SmallCap Health Care ETF position peaked at $436K in Q4 2018.
  • 102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2019.

Based on Independent Advisor Alliance's 13F filing for Q1 2019, filed 7 May 2019.