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

Insight 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
2023 Q2	–	Sell	-8,316	Closed	-$363K	–	309
2023 Q1	$363K	Sell	8,316 -3,084	-27%	-$139K	0.09%	199
2022 Q4	$500K	Sell	11,400 -1,200	-10%	-$53.9K	0.17%	154
2022 Q3	$553K	Sell	12,600 -1,338	-10%	-$64.3K	0.22%	120
2022 Q2	$698K	Sell	13,938 -11,289	-45%	-$538K	0.24%	111
2022 Q1	$1.35M	Sell	25,227 -17,817	-41%	-$946K	0.41%	66
2021 Q4	$2.58M	Buy	+43,044	New	+$2.58M	0.76%	27
2021 Q3	–	Sell	-39,090	Closed	-$2.48M	–	329
2021 Q2	$2.48M	Buy	39,090 +1,020	+3%	+$63.5K	0.78%	29
2021 Q1	$2.37M	Buy	38,070 +1,953	+5%	+$121K	0.75%	31
2020 Q4	$2.04M	Buy	+36,117	New	+$1.8M	0.77%	28

Other funds holding PSCH

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Insight Advisors's PSCH Position: Q2 2023 in Review

Insight Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2023, closing a stake of 8,316 shares — an estimated $363K sold.

Insight Advisors first reported a position in PSCH in Q4 2020 and held it in 9 quarters. The position peaked at $2.58M in Q4 2021. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2023.

Insight Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2023 after selling out during the quarter.
Insight Advisors sold 8,316 Invesco S&P SmallCap Health Care ETF shares in Q2 2023, an estimated $363K.
Insight Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2020 and held it in 9 quarters.
Insight Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $2.58M in Q4 2021.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2023.

Based on Insight Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.