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Intelligent Financial Strategies’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Intelligent Financial Strategies’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
2022
Q2 		– Sell
-582
Closed -$31K – 109
2022
Q1 		$31K Hold
582
– – 0.03% 84
2021
Q4 		$35K Buy
+582
New +$34.9K 0.03% 84

Other funds holding PSCH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Intelligent Financial Strategies's PSCH Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2022, closing a stake of 582 shares — an estimated $31K sold.

Intelligent Financial Strategies first reported a position in PSCH in Q4 2021 and held it in 2 quarters. The position peaked at $35K in Q4 2021. 94 funds tracked by Wall St. Rank hold PSCH as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 582 Invesco S&P SmallCap Health Care ETF shares in Q2 2022, an estimated $31K.
  • Intelligent Financial Strategies first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's Invesco S&P SmallCap Health Care ETF position peaked at $35K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.