Jaffetilchin Investment Partners’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q4	–	Sell	-300	Closed	-$13.8K	–	1058
2024 Q3	$13.8K	Buy	+300	New	+$13.6K	﹤0.01%	838
2021 Q4	–	Sell	-8,598	Closed	-$523K	–	373
2021 Q3	$523K	Sell	8,598 -8,859	-51%	-$555K	0.06%	195
2021 Q2	$1.06M	Buy	17,457 +7,569	+77%	+$471K	0.07%	164
2021 Q1	$606K	Buy	9,888 +1,464	+17%	+$90.7K	0.07%	182
2020 Q4	$477K	Buy	8,424 +906	+12%	+$45.2K	0.07%	167
2020 Q3	$315K	Sell	7,518 -342,489	-98%	-$14.7M	0.06%	183
2020 Q2	$28.6M	Buy	+350,007	New	+$13.4M	6.31%	3
2020 Q1	–	Sell	-50,049	Closed	-$2.16M	–	213
2019 Q4	$2.16M	Sell	50,049 -1,413	-3%	-$57.2K	0.47%	43
2019 Q3	$1.95M	Sell	51,462 -5,490	-10%	-$212K	0.46%	40
2019 Q2	$2.24M	Buy	+56,952	New	+$2.15M	0.52%	32

Other funds holding PSCH

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

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

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

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

PSF

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

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

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

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

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

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

Jaffetilchin Investment Partners's PSCH Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2024, closing a stake of 300 shares — an estimated $13.8K sold.

Jaffetilchin Investment Partners first reported a position in PSCH in Q2 2019 and held it in 10 quarters. The position peaked at $28.6M in Q2 2020. 79 funds tracked by Wall St. Rank hold PSCH as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 300 Invesco S&P SmallCap Health Care ETF shares in Q4 2024, an estimated $13.8K.
Jaffetilchin Investment Partners first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2019 and held it in 10 quarters.
Jaffetilchin Investment Partners's Invesco S&P SmallCap Health Care ETF position peaked at $28.6M in Q2 2020.
79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.