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MassMutual Private Wealth & Trust’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q1 		– Sell
-75
Closed -$3.32K – 2457
2024
Q4 		$3.32K Buy
+75
New +$3.42K ﹤0.01% 1678

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

MassMutual Private Wealth & Trust's PSCH Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2025, closing a stake of 75 shares — an estimated $3.32K sold.

MassMutual Private Wealth & Trust first reported a position in PSCH in Q4 2024 and held it in 1 quarter. The position peaked at $3.32K in Q4 2024. 69 funds tracked by Wall St. Rank hold PSCH as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 75 Invesco S&P SmallCap Health Care ETF shares in Q1 2025, an estimated $3.32K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco S&P SmallCap Health Care ETF position peaked at $3.32K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.