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

Insight Inv LLC’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 Q1	–	Sell	-7,950	Closed	-$350K	–	95
2022 Q4	$350K	Hold	7,950	–	–	0.35%	67
2022 Q3	$349K	Hold	7,950	–	–	0.39%	65
2022 Q2	$363K	Hold	7,950	–	–	0.37%	66
2022 Q1	$427K	Hold	7,950	–	–	0.39%	65
2021 Q4	$476K	Buy	+7,950	New	+$477K	0.44%	66

Other funds holding PSCH

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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

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

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

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

MIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Insight Inv LLC's PSCH Position: Q1 2023 in Review

Insight Inv LLC sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2023, closing a stake of 7,950 shares — an estimated $350K sold.

Insight Inv LLC first reported a position in PSCH in Q4 2021 and held it in 5 quarters. The position peaked at $476K in Q4 2021. 83 funds tracked by Wall St. Rank hold PSCH as of Q1 2023.

Insight Inv LLC reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2023 after selling out during the quarter.
Insight Inv LLC sold 7,950 Invesco S&P SmallCap Health Care ETF shares in Q1 2023, an estimated $350K.
Insight Inv LLC first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2021 and held it in 5 quarters.
Insight Inv LLC's Invesco S&P SmallCap Health Care ETF position peaked at $476K in Q4 2021.
83 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2023.

Based on Insight Inv LLC's 13F filing for Q1 2023, filed 12 May 2023.