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Jones Financial Companies’s
Invesco S&P SmallCap Health Care ETF
PSCH
Stock Holding History
Jones Financial Companies’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
Q1
$121K
Sell
3,095
-935
-23%
-$40.2K
﹤0.01%
2597
2025
Q4
$178K
Sell
4,030
-671
-14%
-$29.3K
﹤0.01%
1956
2025
Q3
$193K
Sell
4,701
-2,870
-38%
-$115K
﹤0.01%
1799
2025
Q2
$304K
Sell
7,571
-4,532
-37%
-$183K
﹤0.01%
1487
2025
Q1
$506K
Sell
12,103
-1,266
-9%
-$57K
﹤0.01%
1121
2024
Q4
$592K
Buy
13,369
+1,276
+11%
+$58.2K
﹤0.01%
933
2024
Q3
$552K
Buy
12,093
+2,258
+23%
+$102K
﹤0.01%
790
2024
Q2
$419K
Buy
+9,835
New
+$416K
﹤0.01%
605
2023
Q1
–
Sell
-195
Closed
-$9K
–
735
2022
Q4
$9K
Hold
195
–
–
﹤0.01%
487
2022
Q3
$9K
Hold
195
–
–
﹤0.01%
437
2022
Q2
$9K
Hold
195
–
–
﹤0.01%
497
2022
Q1
$10K
Buy
+195
New
+$10.4K
﹤0.01%
509
Other funds holding PSCH
IWM
IHT Wealth Management
Chicago, Illinois
$4.25B AUM
21.02%
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
HCA
Harbor Capital Advisors
Chicago, Illinois
$1.23B AUM
30.56%
1-Year Est. Return
TRCT
Tower Research Capital (TRC)
New York
$3.85B AUM
32.11%
1-Year Est. Return
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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