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SeaCrest Wealth Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

SeaCrest Wealth Management’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
2025
Q2 		– Sell
-5,174
Closed -$224K – 675
2025
Q1 		$224K Hold
5,174
– – 0.03% 585
2024
Q4 		$229K Sell
5,174
-599
-10% -$27.3K 0.02% 580
2024
Q3 		$266K Hold
5,773
– – 0.03% 525
2024
Q2 		$246K Sell
5,773
-598
-9% -$25.3K 0.03% 523
2024
Q1 		$279K Sell
6,371
-82
-1% -$3.48K 0.03% 467
2023
Q4 		$271K Sell
6,453
-450
-7% -$16.9K 0.03% 488
2023
Q3 		$259K Hold
6,903
– – 0.03% 498
2023
Q2 		$307K Hold
6,903
– – 0.04% 459
2023
Q1 		$301K Hold
6,903
– – 0.04% 463
2022
Q4 		$304K Sell
6,903
-300
-4% -$13.5K 0.04% 446
2022
Q3 		$316K Sell
7,203
-825
-10% -$39.7K 0.05% 420
2022
Q2 		$366K Hold
8,028
– – 0.05% 422
2022
Q1 		$431K Sell
8,028
-1,038
-11% -$55.1K 0.05% 408
2021
Q4 		$543K Hold
9,066
– – 0.06% 332
2021
Q3 		$552K Sell
9,066
-300
-3% -$18.8K 0.07% 306
2021
Q2 		$605K Buy
9,366
+1,365
+17% +$85K 0.07% 293
2021
Q1 		$491K Buy
8,001
+312
+4% +$19.3K 0.07% 317
2020
Q4 		$435K Buy
7,689
+975
+15% +$48.6K 0.06% 330
2020
Q3 		$296K Sell
6,714
-375
-5% -$16.1K 0.05% 395
2020
Q2 		$286K Buy
7,089
+420
+6% +$16.1K 0.05% 402
2020
Q1 		$230K Hold
6,669
– – 0.05% 401
2019
Q4 		$287K Buy
6,669
+279
+4% +$11.3K 0.05% 412
2019
Q3 		$242K Buy
6,390
+753
+13% +$29.1K 0.05% 443
2019
Q2 		$222K Buy
5,637
+405
+8% +$15.3K 0.05% 446
2019
Q1 		$201K Sell
5,232
-111
-2% -$4.32K 0.03% 462
2018
Q4 		$192K Hold
5,343
– – 0.04% 430
2018
Q3 		$250K Buy
5,343
+450
+9% +$20.7K 0.04% 435
2018
Q2 		$210K Buy
+4,893
New +$198K 0.04% 470

Other funds holding PSCH

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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

SeaCrest Wealth Management's PSCH Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2025, closing a stake of 5,174 shares — an estimated $224K sold.

SeaCrest Wealth Management first reported a position in PSCH in Q2 2018 and held it in 28 quarters. The position peaked at $605K in Q2 2021. 65 funds tracked by Wall St. Rank hold PSCH as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,174 Invesco S&P SmallCap Health Care ETF shares in Q2 2025, an estimated $224K.
  • SeaCrest Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and held it in 28 quarters.
  • SeaCrest Wealth Management's Invesco S&P SmallCap Health Care ETF position peaked at $605K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.