Jones Financial Companies’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

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