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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Hold	2,052	–	–	0.03%	271
2026 Q1	$84.4K	Buy	2,052 +210	+11%	+$9.02K	0.03%	262
2025 Q4	$81.2K	Buy	+1,842	New	+$80.4K	0.03%	253
2025 Q2	–	Sell	-2,052	Closed	-$88.8K	–	345
2025 Q1	$88.8K	Hold	2,052	–	–	0.05%	217
2024 Q4	$90.9K	Hold	2,052	–	–	0.05%	218
2024 Q3	$94.7K	Hold	2,052	–	–	0.05%	212
2024 Q2	$87.4K	Hold	2,052	–	–	0.04%	286
2024 Q1	$89.8K	Buy	2,052 +9	+0.4%	+$382	0.05%	279
2023 Q4	$87.4K	Buy	+2,043	New	+$76.9K	0.06%	193

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

Register Financial Advisors's PSCH Position: Q2 2026 in Review

Register Financial Advisors held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 2,052 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #271.

Register Financial Advisors first reported a position in PSCH in Q4 2023 and has held it in 9 quarters since. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Register Financial Advisors held 2,052 shares of Invesco S&P SmallCap Health Care ETF worth $107K as of Q2 2026.
Register Financial Advisors left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up 0.03% of Register Financial Advisors's portfolio in Q2 2026, its #271 holding.
Register Financial Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2023 and has held it in 9 quarters since.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.