Professional Financial Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-1,407	Closed	-$62K	–	356
2022 Q3	$62K	Hold	1,407	–	–	0.04%	130
2022 Q2	$64K	Hold	1,407	–	–	0.04%	131
2022 Q1	$75K	Hold	1,407	–	–	0.03%	120
2021 Q4	$84K	Hold	1,407	–	–	0.04%	141
2021 Q3	$86K	Hold	1,407	–	–	0.05%	118
2021 Q2	$91K	Hold	1,407	–	–	0.05%	122
2021 Q1	$86K	Hold	1,407	–	–	0.05%	114
2020 Q4	$80K	Hold	1,407	–	–	0.06%	109
2020 Q3	$63K	Buy	+1,407	New	+$60.2K	0.06%	109

Other funds holding PSCH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Professional Financial Advisors's PSCH Position: Q4 2022 in Review

Professional Financial Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2022, closing a stake of 1,407 shares — an estimated $62K sold.

Professional Financial Advisors first reported a position in PSCH in Q3 2020 and held it in 9 quarters. The position peaked at $91K in Q2 2021. 92 funds tracked by Wall St. Rank hold PSCH as of Q4 2022.

Professional Financial Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 1,407 Invesco S&P SmallCap Health Care ETF shares in Q4 2022, an estimated $62K.
Professional Financial Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $91K in Q2 2021.
92 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.