Klingenstein Fields & Co’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Klingenstein Fields & Co’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	$209K	Buy	+3,985	New	+$181K	0.01%	191

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

Klingenstein Fields & Co's PSCH Position: Q2 2026 in Review

Klingenstein Fields & Co opened a new position in Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2026: 3,985 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings.

74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Klingenstein Fields & Co held 3,985 shares of Invesco S&P SmallCap Health Care ETF worth $209K as of Q2 2026.
Invesco S&P SmallCap Health Care ETF was a new Klingenstein Fields & Co position in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up 0.01% of Klingenstein Fields & Co's portfolio in Q2 2026, its #191 holding.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.