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Sandy Cove Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Sandy Cove 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
Q2 		– Sell
-1,095
Closed -$59K – 307
2022
Q1 		$59K Hold
1,095
– – 0.05% 176
2021
Q4 		$66K Buy
+1,095
New +$65.7K 0.06% 163

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandy Cove Advisors's PSCH Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2022, closing a stake of 1,095 shares — an estimated $59K sold.

Sandy Cove Advisors first reported a position in PSCH in Q4 2021 and held it in 2 quarters. The position peaked at $66K in Q4 2021. 94 funds tracked by Wall St. Rank hold PSCH as of Q2 2022.

  • Sandy Cove Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 1,095 Invesco S&P SmallCap Health Care ETF shares in Q2 2022, an estimated $59K.
  • Sandy Cove Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $66K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.