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Kessler Investment Group’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Kessler Investment Group’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
2025
Q3 		– Sell
-2,793
Closed -$112K – 168
2025
Q2 		$112K Buy
2,793
+40
+1% +$1.62K 0.05% 89
2025
Q1 		$119K Buy
2,753
+391
+17% +$17.6K 0.06% 86
2024
Q4 		$105K Sell
2,362
-1,245
-35% -$56.8K 0.05% 82
2024
Q3 		$167K Buy
3,607
+3,353
+1,320% +$152K 0.09% 72
2024
Q2 		$10.8K Buy
254
+50
+25% +$2.12K 0.01% 130
2024
Q1 		$8.96K Buy
+204
New +$8.66K 0.01% 132
2023
Q4 		– Sell
-335
Closed -$12.6K – 174
2023
Q3 		$12.6K Buy
335
+152
+83% +$6.34K 0.01% 106
2023
Q2 		$8.18K Buy
183
+3
+2% +$132 0.01% 126
2023
Q1 		$7.91K Sell
180
-228
-56% -$10.3K 0.01% 133
2022
Q4 		$18K Buy
408
+75
+23% +$3.37K 0.02% 98
2022
Q3 		$15K Buy
333
+114
+52% +$5.48K 0.01% 120
2022
Q2 		$10K Buy
219
+27
+14% +$1.29K 0.01% 123
2022
Q1 		$10K Buy
+192
New +$10.2K 0.01% 132

Other funds holding PSCH

GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kessler Investment Group's PSCH Position: Q3 2025 in Review

Kessler Investment Group sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2025, closing a stake of 2,793 shares — an estimated $112K sold.

Kessler Investment Group first reported a position in PSCH in Q1 2022 and held it in 13 quarters. The position peaked at $167K in Q3 2024. 70 funds tracked by Wall St. Rank hold PSCH as of Q3 2025.

  • Kessler Investment Group reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2025 after selling out during the quarter.
  • Kessler Investment Group sold 2,793 Invesco S&P SmallCap Health Care ETF shares in Q3 2025, an estimated $112K.
  • Kessler Investment Group first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2022 and held it in 13 quarters.
  • Kessler Investment Group's Invesco S&P SmallCap Health Care ETF position peaked at $167K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.