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

Jackson 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
2021 Q4	–	Sell	-33,183	Closed	-$16K	–	120
2021 Q3	$16K	Sell	33,183 -285	-0.9%	-$17.8K	0.19%	62
2021 Q2	$2.16M	Sell	33,468 -744	-2%	-$46.3K	0.27%	81
2021 Q1	$2.1M	Buy	+34,212	New	+$2.12M	0.31%	79

Other funds holding PSCH

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PSF

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jackson Wealth Management's PSCH Position: Q4 2021 in Review

Jackson Wealth Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2021, closing a stake of 33,183 shares — an estimated $16K sold.

Jackson Wealth Management first reported a position in PSCH in Q1 2021 and held it in 3 quarters. The position peaked at $2.16M in Q2 2021. 107 funds tracked by Wall St. Rank hold PSCH as of Q4 2021.

Jackson Wealth Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2021 after selling out during the quarter.
Jackson Wealth Management sold 33,183 Invesco S&P SmallCap Health Care ETF shares in Q4 2021, an estimated $16K.
Jackson Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2021 and held it in 3 quarters.
Jackson Wealth Management's Invesco S&P SmallCap Health Care ETF position peaked at $2.16M in Q2 2021.
107 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2021.

Based on Jackson Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.