MTM Investment Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

MTM Investment 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
2022 Q2	–	Sell	-1,764	Closed	-$95K	–	288
2022 Q1	$95K	Sell	1,764 -75	-4%	-$3.98K	0.05%	211
2021 Q4	$110K	Hold	1,839	–	–	0.05%	207
2021 Q3	$112K	Hold	1,839	–	–	0.06%	188
2021 Q2	$119K	Hold	1,839	–	–	0.06%	183
2021 Q1	$113K	Hold	1,839	–	–	0.06%	175
2020 Q4	$104K	Buy	+1,839	New	+$91.7K	0.06%	167

Other funds holding PSCH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PSF

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MTM Investment Management's PSCH Position: Q2 2022 in Review

MTM Investment Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2022, closing a stake of 1,764 shares — an estimated $95K sold.

MTM Investment Management first reported a position in PSCH in Q4 2020 and held it in 6 quarters. The position peaked at $119K in Q2 2021. 94 funds tracked by Wall St. Rank hold PSCH as of Q2 2022.

MTM Investment Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2022 after selling out during the quarter.
MTM Investment Management sold 1,764 Invesco S&P SmallCap Health Care ETF shares in Q2 2022, an estimated $95K.
MTM Investment Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2020 and held it in 6 quarters.
MTM Investment Management's Invesco S&P SmallCap Health Care ETF position peaked at $119K in Q2 2021.
94 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2022.

Based on MTM Investment Management's 13F filing for Q2 2022, filed 10 Aug 2022.