Prudential Financial
PSCH icon

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

Prudential 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
2023
Q4 		– Sell
-5,878
Closed -$221K – 2703
2023
Q3 		$221K Buy
+5,878
New +$245K ﹤0.01% 2366

Other funds holding PSCH

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential Financial's PSCH Position: Q4 2023 in Review

Prudential Financial sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2023, closing a stake of 5,878 shares — an estimated $221K sold.

Prudential Financial first reported a position in PSCH in Q3 2023 and held it in 1 quarter. The position peaked at $221K in Q3 2023. 78 funds tracked by Wall St. Rank hold PSCH as of Q4 2023.

  • Prudential Financial reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2023 after selling out during the quarter.
  • Prudential Financial sold 5,878 Invesco S&P SmallCap Health Care ETF shares in Q4 2023, an estimated $221K.
  • Prudential Financial first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2023 and held it in 1 quarter.
  • Prudential Financial's Invesco S&P SmallCap Health Care ETF position peaked at $221K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2023.

Based on Prudential Financial's 13F filing for Q4 2023, filed 13 Feb 2024.