Laurel Wealth Advisors (California)’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Laurel Wealth Advisors (California)’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
2019 Q4	–	Sell	-5,337	Closed	-$202K	–	479
2019 Q3	$202K	Hold	5,337	–	–	0.03%	432
2019 Q2	$210K	Sell	5,337 -1,473	-22%	-$55.7K	0.05%	377
2019 Q1	$262K	Buy	+6,810	New	+$265K	0.06%	317

Other funds holding PSCH

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PSCH Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2019, closing a stake of 5,337 shares — an estimated $202K sold.

Laurel Wealth Advisors (California) first reported a position in PSCH in Q1 2019 and held it in 3 quarters. The position peaked at $262K in Q1 2019. 90 funds tracked by Wall St. Rank hold PSCH as of Q4 2019.

Laurel Wealth Advisors (California) reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2019 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 5,337 Invesco S&P SmallCap Health Care ETF shares in Q4 2019, an estimated $202K.
Laurel Wealth Advisors (California) first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2019 and held it in 3 quarters.
Laurel Wealth Advisors (California)'s Invesco S&P SmallCap Health Care ETF position peaked at $262K in Q1 2019.
90 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.