MAI Capital Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

MAI Capital Management’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	–	Sell	-2,565	Closed	-$106K	–	4045
2026 Q1	$106K	Hold	2,565	–	–	﹤0.01%	1804
2025 Q4	$113K	Hold	2,565	–	–	﹤0.01%	1584
2025 Q3	$107K	Buy	2,565 +90	+4%	+$3.61K	﹤0.01%	1542
2025 Q2	$99.2K	Hold	2,475	–	–	﹤0.01%	1492
2025 Q1	$107K	Hold	2,475	–	–	﹤0.01%	1371
2024 Q4	$110K	Buy	+2,475	New	+$113K	﹤0.01%	1390

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

MAI Capital Management's PSCH Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2026, closing a stake of 2,565 shares — an estimated $106K sold.

MAI Capital Management first reported a position in PSCH in Q4 2024 and held it in 6 quarters. The position peaked at $113K in Q4 2025. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

MAI Capital Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 2,565 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $106K.
MAI Capital Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Invesco S&P SmallCap Health Care ETF position peaked at $113K in Q4 2025.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.