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Legacy Financial Strategies’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Legacy Financial Strategies’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
2020
Q1 		– Sell
-9,150
Closed -$394K – 60
2019
Q4 		$394K Buy
+9,150
New +$371K 0.32% 53

Other funds holding PSCH

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Financial Strategies's PSCH Position: Q1 2020 in Review

Legacy Financial Strategies sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2020, closing a stake of 9,150 shares — an estimated $394K sold.

Legacy Financial Strategies first reported a position in PSCH in Q4 2019 and held it in 1 quarter. The position peaked at $394K in Q4 2019. 84 funds tracked by Wall St. Rank hold PSCH as of Q1 2020.

  • Legacy Financial Strategies reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Financial Strategies sold 9,150 Invesco S&P SmallCap Health Care ETF shares in Q1 2020, an estimated $394K.
  • Legacy Financial Strategies first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Financial Strategies's Invesco S&P SmallCap Health Care ETF position peaked at $394K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2020.

Based on Legacy Financial Strategies's 13F filing for Q1 2020, filed 4 May 2020.