Pacific Sun Financial’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Pacific Sun Financial’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	$684K	Sell	13,070 -10,223	-44%	-$465K	0.28%	112
2026 Q1	$958K	Sell	23,293 -5,411	-19%	-$232K	0.46%	66
2025 Q4	$1.26M	Sell	28,704 -10,143	-26%	-$443K	0.61%	48
2025 Q3	$1.62M	Sell	38,847 -6,995	-15%	-$280K	0.78%	34
2025 Q2	$1.84M	Sell	45,842 -2,844	-6%	-$115K	0.96%	25
2025 Q1	$2.11M	Sell	48,686 -2,510	-5%	-$113K	1.2%	17
2024 Q4	$2.27M	Sell	51,196 -2,359	-4%	-$108K	1.24%	14
2024 Q3	$2.47M	Sell	53,555 -1,355	-2%	-$61.3K	1.36%	13
2024 Q2	$2.34M	Sell	54,910 -3,673	-6%	-$155K	1.38%	14
2024 Q1	$2.56M	Sell	58,583 -2,395	-4%	-$102K	1.49%	12
2023 Q4	$2.61M	Sell	60,978 -5,107	-8%	-$192K	1.65%	10
2023 Q3	$2.48M	Sell	66,085 -4,016	-6%	-$167K	1.72%	9
2023 Q2	$3.06M	Buy	+70,101	New	+$3.1M	2.05%	6
2022 Q4	$3.08M	Sell	70,116 -5,082	-7%	-$228K	2.17%	6
2022 Q3	$3.3M	Sell	75,198 -1,518	-2%	-$73K	2.32%	4
2022 Q2	$3.5M	Buy	76,716 +2,580	+3%	+$123K	2.31%	4
2022 Q1	$3.98M	Buy	74,136 +2,793	+4%	+$148K	2.18%	5
2021 Q4	$4.27M	Buy	71,343 +1,863	+3%	+$112K	2.28%	4
2021 Q3	$4.23M	Buy	+69,480	New	+$4.35M	2.43%	4
2020 Q3	$2.93M	Buy	66,579 +1,179	+2%	+$50.5K	2.45%	4
2020 Q2	$2.64M	Sell	65,400 -594	-0.9%	-$22.7K	2.38%	4
2020 Q1	$2.27M	Buy	65,994 +4,422	+7%	+$181K	2.61%	3
2019 Q4	$2.65M	Sell	61,572 -240	-0.4%	-$9.72K	2.34%	4
2019 Q3	$2.34M	Buy	61,812 +354	+0.6%	+$13.7K	2.21%	6
2019 Q2	$2.42M	Buy	+61,458	New	+$2.33M	2.31%	4
2018 Q2	$2.02M	Buy	+44,676	New	+$1.81M	2.08%	9

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

Pacific Sun Financial's PSCH Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 44% in Q2 2026, selling an estimated $465K and leaving 13,070 shares worth $684K. The position accounts for 0.28% of the portfolio, ranked #112.

Pacific Sun Financial first reported a position in PSCH in Q2 2018 and has held it in 26 quarters since. The position peaked at $4.27M in Q4 2021. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Pacific Sun Financial held 13,070 shares of Invesco S&P SmallCap Health Care ETF worth $684K as of Q2 2026.
Pacific Sun Financial sold 10,223 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $465K.
Invesco S&P SmallCap Health Care ETF made up 0.28% of Pacific Sun Financial's portfolio in Q2 2026, its #112 holding.
Pacific Sun Financial first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and has held it in 26 quarters since.
Pacific Sun Financial's Invesco S&P SmallCap Health Care ETF position peaked at $4.27M in Q4 2021.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.