Northwest Capital Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Northwest Capital 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 Q2	–	Sell	-386	Closed	-$16.7K	–	427
2025 Q1	$16.7K	Hold	386	–	–	0.01%	268
2024 Q4	$17.1K	Hold	386	–	–	0.01%	265
2024 Q3	$17.8K	Hold	386	–	–	0.01%	272
2024 Q2	$16.4K	Hold	386	–	–	0.01%	268
2024 Q1	$16.9K	Hold	386	–	–	0.01%	325
2023 Q4	$16.5K	Sell	386 -52	-12%	-$1.96K	0.01%	317
2023 Q3	$16.4K	Hold	438	–	–	0.01%	301
2023 Q2	$19.5K	Buy	+438	New	+$19.3K	0.01%	301

Other funds holding PSCH

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

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

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

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

PSF

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Northwest Capital Management's PSCH Position: Q2 2025 in Review

Northwest Capital Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2025, closing a stake of 386 shares — an estimated $16.7K sold.

Northwest Capital Management first reported a position in PSCH in Q2 2023 and held it in 8 quarters. The position peaked at $19.5K in Q2 2023. 65 funds tracked by Wall St. Rank hold PSCH as of Q2 2025.

Northwest Capital Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 386 Invesco S&P SmallCap Health Care ETF shares in Q2 2025, an estimated $16.7K.
Northwest Capital Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2023 and held it in 8 quarters.
Northwest Capital Management's Invesco S&P SmallCap Health Care ETF position peaked at $19.5K in Q2 2023.
65 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.