OPS
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Orion Portfolio Solutions’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,053
Closed -$43K – 1636
2020
Q2 		$43K Hold
1,053
– – ﹤0.01% 744
2020
Q1 		$36K Hold
1,053
– – ﹤0.01% 671
2019
Q4 		$45K Buy
+1,053
New +$42.6K ﹤0.01% 572

Other funds holding PSCH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Portfolio Solutions's PSCH Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2020, closing a stake of 1,053 shares — an estimated $43K sold.

Orion Portfolio Solutions first reported a position in PSCH in Q4 2019 and held it in 3 quarters. The position peaked at $45K in Q4 2019. 75 funds tracked by Wall St. Rank hold PSCH as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,053 Invesco S&P SmallCap Health Care ETF shares in Q3 2020, an estimated $43K.
  • Orion Portfolio Solutions first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Invesco S&P SmallCap Health Care ETF position peaked at $45K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.