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Money Concepts Capital’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-297
Closed -$13.1K – 2262
2022
Q4 		$13.1K Buy
+297
New +$13.3K ﹤0.01% 1880
2022
Q2 		– Sell
-1,743
Closed -$94K – 2321
2022
Q1 		$94K Buy
+1,743
New +$92.6K 0.01% 1015

Other funds holding PSCH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Concepts Capital's PSCH Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2023, closing a stake of 297 shares — an estimated $13.1K sold.

Money Concepts Capital first reported a position in PSCH in Q1 2022 and held it in 2 quarters. The position peaked at $94K in Q1 2022. 83 funds tracked by Wall St. Rank hold PSCH as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 297 Invesco S&P SmallCap Health Care ETF shares in Q1 2023, an estimated $13.1K.
  • Money Concepts Capital first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco S&P SmallCap Health Care ETF position peaked at $94K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.