Newbridge Financial Services Group’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Newbridge Financial Services Group’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
2026 Q2	$3K	Hold	57	–	–	﹤0.01%	1033
2026 Q1	$2.35K	Hold	57	–	–	﹤0.01%	1003
2025 Q4	$2.52K	Hold	57	–	–	﹤0.01%	998
2025 Q3	$2.38K	Hold	57	–	–	﹤0.01%	1120
2025 Q2	$2.29K	Hold	57	–	–	﹤0.01%	1127
2025 Q1	$2.48K	Sell	57 -648	-92%	-$29.2K	﹤0.01%	869
2024 Q4	$31.2K	Buy	+705	New	+$32.2K	0.01%	515
2024 Q3	–	Sell	-945	Closed	-$40.3K	–	996
2024 Q2	$40.3K	Sell	945 -439	-32%	-$18.6K	0.02%	416
2024 Q1	$60.5K	Buy	1,384 +340	+33%	+$14.4K	0.03%	364
2023 Q4	$44.7K	Buy	1,044 +340	+48%	+$12.8K	0.02%	414
2023 Q3	$26.4K	Sell	704 -100	-12%	-$4.17K	0.01%	579
2023 Q2	$35.7K	Hold	804	–	–	0.02%	539
2023 Q1	$35.1K	Hold	804	–	–	0.02%	552
2022 Q4	$35.4K	Hold	804	–	–	0.02%	547
2022 Q3	$35K	Hold	804	–	–	0.02%	546
2022 Q2	$37K	Hold	804	–	–	0.02%	478
2022 Q1	$43K	Buy	+804	New	+$42.7K	0.02%	516

Other funds holding PSCH

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

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

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

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Newbridge Financial Services Group's PSCH Position: Q2 2026 in Review

Newbridge Financial Services Group held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 57 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Newbridge Financial Services Group first reported a position in PSCH in Q1 2022 and has held it in 17 quarters since. The position peaked at $60.5K in Q1 2024. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Newbridge Financial Services Group held 57 shares of Invesco S&P SmallCap Health Care ETF worth $3K as of Q2 2026.
Newbridge Financial Services Group left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1033 holding.
Newbridge Financial Services Group first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2022 and has held it in 17 quarters since.
Newbridge Financial Services Group's Invesco S&P SmallCap Health Care ETF position peaked at $60.5K in Q1 2024.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.