MGB Wealth Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

MGB Wealth 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
2025 Q4	$1.09M	Sell	24,774 -1	-0%	-$44	0.31%	68
2025 Q3	$1.03M	Hold	24,775	–	–	0.29%	69
2025 Q2	$993K	Hold	24,775	–	–	0.33%	73
2025 Q1	$1.07M	Sell	24,775 -2,250	-8%	-$101K	0.39%	66
2024 Q4	$1.2M	Buy	27,025 +1	+0%	+$46	0.37%	56
2024 Q3	$1.25M	Sell	27,024 -1	-0%	-$45	0.45%	53
2024 Q2	$1.2M	Buy	27,025 +3	+0%	+$127	0.45%	56
2024 Q1	$1.18M	Buy	27,022 +1	+0%	+$42	0.48%	53
2023 Q4	$1.16M	Buy	+27,021	New	+$1.02M	0.58%	51

Other funds holding PSCH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGB Wealth Management's PSCH Position: Q4 2025 in Review

MGB Wealth Management reduced its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 0% in Q4 2025, selling an estimated $44 and leaving 24,774 shares worth $1.09M. The position accounts for 0.31% of the portfolio, ranked #68.

MGB Wealth Management first reported a position in PSCH in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.25M in Q3 2024. 70 funds tracked by Wall St. Rank hold PSCH as of Q4 2025.

MGB Wealth Management held 24,774 shares of Invesco S&P SmallCap Health Care ETF worth $1.09M as of Q4 2025.
MGB Wealth Management sold 1 Invesco S&P SmallCap Health Care ETF share in Q4 2025, an estimated $44.
Invesco S&P SmallCap Health Care ETF made up 0.31% of MGB Wealth Management's portfolio in Q4 2025, its #68 holding.
MGB Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Invesco S&P SmallCap Health Care ETF position peaked at $1.25M in Q3 2024.
70 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.