Key Financial Inc’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Key Financial Inc’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	$7.38K	Hold	141	–	–	﹤0.01%	945
2026 Q1	$5.8K	Hold	141	–	–	﹤0.01%	1004
2025 Q4	$6.21K	Hold	141	–	–	﹤0.01%	990
2025 Q3	$5.93K	Hold	141	–	–	﹤0.01%	1004
2025 Q2	$5.65K	Hold	141	–	–	﹤0.01%	1006
2025 Q1	$6.1K	Hold	141	–	–	﹤0.01%	947
2024 Q4	$6.25K	Hold	141	–	–	﹤0.01%	922
2024 Q3	$6.51K	Hold	141	–	–	﹤0.01%	906
2024 Q2	$6.01K	Hold	141	–	–	﹤0.01%	908
2024 Q1	$6.17K	Hold	141	–	–	﹤0.01%	882
2023 Q4	$6.04K	Hold	141	–	–	﹤0.01%	869
2023 Q3	$5.29K	Hold	141	–	–	﹤0.01%	890
2023 Q2	$6.27K	Hold	141	–	–	﹤0.01%	848
2023 Q1	$6.16K	Hold	141	–	–	﹤0.01%	787
2022 Q4	$6.19K	Hold	141	–	–	﹤0.01%	743
2022 Q3	$6K	Hold	141	–	–	﹤0.01%	758
2022 Q2	$7K	Sell	141 -132	-48%	-$6.29K	﹤0.01%	728
2022 Q1	$15K	Buy	273 +132	+94%	+$7.01K	0.01%	545
2021 Q4	$8K	Hold	141	–	–	﹤0.01%	632
2021 Q3	$9K	Hold	141	–	–	0.01%	605
2021 Q2	$9K	Hold	141	–	–	0.01%	594
2021 Q1	$9K	Hold	141	–	–	0.01%	506
2020 Q4	$8K	Buy	+141	New	+$7.03K	0.01%	491
2020 Q2	–	Sell	-141	Closed	-$5K	–	482
2020 Q1	$5K	Buy	+141	New	+$5.76K	0.01%	511

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

Key Financial Inc's PSCH Position: Q2 2026 in Review

Key Financial Inc held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 141 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Key Financial Inc first reported a position in PSCH in Q1 2020 and has held it in 24 quarters since. The position peaked at $15K in Q1 2022. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Key Financial Inc held 141 shares of Invesco S&P SmallCap Health Care ETF worth $7.38K as of Q2 2026.
Key Financial Inc left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #945 holding.
Key Financial Inc first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Invesco S&P SmallCap Health Care ETF position peaked at $15K in Q1 2022.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.