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 Q2	$169K	Buy	3,211 +116	+4%	+$5.28K	﹤0.01%	2654
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBT

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

Jones Financial Companies's PSCH Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 3.7% in Q2 2026, buying an estimated $5.28K and bringing the position to 3,211 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

Jones Financial Companies first reported a position in PSCH in Q1 2022 and has held it in 13 quarters since. The position peaked at $592K in Q4 2024. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Jones Financial Companies held 3,211 shares of Invesco S&P SmallCap Health Care ETF worth $169K as of Q2 2026.
Jones Financial Companies bought 116 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $5.28K.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2654 holding.
Jones Financial Companies first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2022 and has held it in 13 quarters since.
Jones Financial Companies's Invesco S&P SmallCap Health Care ETF position peaked at $592K in Q4 2024.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.