Patriot Financial Group Insurance Agency’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Patriot Financial Group Insurance Agency’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
2019 Q4	–	Sell	-402	Closed	-$15K	–	1423
2019 Q3	$15K	Buy	+402	New	+$15.6K	0.01%	717

Other funds holding PSCH

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

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

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PSCH Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2019, closing a stake of 402 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in PSCH in Q3 2019 and held it in 1 quarter. The position peaked at $15K in Q3 2019. 90 funds tracked by Wall St. Rank hold PSCH as of Q4 2019.

Patriot Financial Group Insurance Agency reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 402 Invesco S&P SmallCap Health Care ETF shares in Q4 2019, an estimated $15K.
Patriot Financial Group Insurance Agency first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2019 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's Invesco S&P SmallCap Health Care ETF position peaked at $15K in Q3 2019.
90 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.