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Romano Brothers & Co’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-942
Closed -$41.4K – 798
2022
Q4 		$41.4K Buy
+942
New +$42.3K 0.01% 502

Other funds holding PSCH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Romano Brothers & Co's PSCH Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2023, closing a stake of 942 shares — an estimated $41.4K sold.

Romano Brothers & Co first reported a position in PSCH in Q4 2022 and held it in 1 quarter. The position peaked at $41.4K in Q4 2022. 83 funds tracked by Wall St. Rank hold PSCH as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 942 Invesco S&P SmallCap Health Care ETF shares in Q1 2023, an estimated $41.4K.
  • Romano Brothers & Co first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco S&P SmallCap Health Care ETF position peaked at $41.4K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.