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

Octavia Wealth 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
2024
Q1 		– Sell
-23,462
Closed -$671K – 231
2023
Q4 		$671K Buy
+23,462
New +$883K 0.12% 94

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Octavia Wealth Advisors's PSCH Position: Q1 2024 in Review

Octavia Wealth Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2024, closing a stake of 23,462 shares — an estimated $671K sold.

Octavia Wealth Advisors first reported a position in PSCH in Q4 2023 and held it in 1 quarter. The position peaked at $671K in Q4 2023. 81 funds tracked by Wall St. Rank hold PSCH as of Q1 2024.

  • Octavia Wealth Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 23,462 Invesco S&P SmallCap Health Care ETF shares in Q1 2024, an estimated $671K.
  • Octavia Wealth Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2023 and held it in 1 quarter.
  • Octavia Wealth Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $671K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2024.

Based on Octavia Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.