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Realta Investment Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-543
Closed -$23.1K – 662
2024
Q2 		$23.1K Hold
543
– – ﹤0.01% 604
2024
Q1 		$23.8K Buy
+543
New +$23.1K ﹤0.01% 620
2023
Q4 		– Sell
-181
Closed -$24.1K – 693
2023
Q3 		$24.1K Sell
181
-362
-67% -$15.1K 0.01% 593
2023
Q2 		$24.1K Buy
+543
New +$24K 0.01% 638
2023
Q1 		– Sell
-621
Closed -$27.3K – 711
2022
Q4 		$27.3K Buy
621
+12
+2% +$539 0.01% 616
2022
Q3 		$27K Buy
+609
New +$29.3K 0.01% 601
2020
Q1 		– Sell
-1,566
Closed -$67K – 1114
2019
Q4 		$67K Hold
1,566
– – 0.02% 600
2019
Q3 		$58K Sell
1,566
-675
-30% -$26.1K 0.02% 634
2019
Q2 		$90K Buy
2,241
+846
+61% +$32K 0.03% 527
2019
Q1 		$55K Buy
+1,395
New +$54.3K 0.03% 525

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Realta Investment Advisors's PSCH Position: Q3 2024 in Review

Realta Investment Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2024, closing a stake of 543 shares — an estimated $23.1K sold.

Realta Investment Advisors first reported a position in PSCH in Q1 2019 and held it in 10 quarters. The position peaked at $90K in Q2 2019. 79 funds tracked by Wall St. Rank hold PSCH as of Q3 2024.

  • Realta Investment Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 543 Invesco S&P SmallCap Health Care ETF shares in Q3 2024, an estimated $23.1K.
  • Realta Investment Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2019 and held it in 10 quarters.
  • Realta Investment Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $90K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.