NewEdge Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

NewEdge Advisors’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	$343K	Buy	3,714 +3,314	+829%	+$151K	﹤0.01%	2388
2026 Q1	$16.5K	Hold	400	–	–	﹤0.01%	3254
2025 Q4	$17.6K	Sell	400 -321	-45%	-$14K	﹤0.01%	3291
2025 Q3	$30K	Hold	721	–	–	﹤0.01%	2992
2025 Q2	$28.9K	Hold	721	–	–	﹤0.01%	2839
2025 Q1	$31.2K	Hold	721	–	–	﹤0.01%	2706
2024 Q4	$31.9K	Hold	721	–	–	﹤0.01%	2671
2024 Q3	$33.3K	Hold	721	–	–	﹤0.01%	2560
2024 Q2	$30.7K	Hold	721	–	–	﹤0.01%	2492
2024 Q1	$31.5K	Hold	721	–	–	﹤0.01%	2460
2023 Q4	$30.9K	Hold	721	–	–	﹤0.01%	2406
2023 Q3	$27.1K	Sell	721 -200	-22%	-$8.34K	﹤0.01%	2295
2023 Q2	$40.9K	Hold	921	–	–	﹤0.01%	2150
2023 Q1	$40.2K	Hold	921	–	–	﹤0.01%	2089
2022 Q4	$41	Buy	+921	New	+$41.4K	﹤0.01%	3501
2019 Q2	–	Sell	-6,051	Closed	-$233K	–	691
2019 Q1	$233K	Sell	6,051 -10,032	-62%	-$391K	0.02%	594
2018 Q4	$576K	Buy	16,083 +1,281	+9%	+$52.4K	0.04%	343
2018 Q3	$693K	Buy	14,802 +7,569	+105%	+$348K	0.05%	286
2018 Q2	$313K	Buy	+7,233	New	+$293K	0.03%	400

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

NewEdge Advisors's PSCH Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 829% in Q2 2026, buying an estimated $151K and bringing the position to 3,714 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

NewEdge Advisors first reported a position in PSCH in Q2 2018 and has held it in 19 quarters since. The position peaked at $693K in Q3 2018. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

NewEdge Advisors held 3,714 shares of Invesco S&P SmallCap Health Care ETF worth $343K as of Q2 2026.
NewEdge Advisors bought 3,314 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $151K.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2388 holding.
NewEdge Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and has held it in 19 quarters since.
NewEdge Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $693K in Q3 2018.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.