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

Institute for 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 		$12.6K Buy
+240
New +$10.9K ﹤0.01% 1265

Other funds holding PSCH

LPL Financial
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
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

Institute for Wealth Management's PSCH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2026: 240 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings.

40 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

  • Institute for Wealth Management held 240 shares of Invesco S&P SmallCap Health Care ETF worth $12.6K as of Q2 2026.
  • Invesco S&P SmallCap Health Care ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1265 holding.
  • 40 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.