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	0.46%	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 $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return