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

Selective 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
2022 Q4	–	Sell	-675	Closed	-$30K	–	573
2022 Q3	$30K	Hold	675	–	–	0.01%	369
2022 Q2	$31K	Hold	675	–	–	0.01%	401
2022 Q1	$36K	Hold	675	–	–	0.01%	360
2021 Q4	$40K	Hold	675	–	–	0.02%	308
2021 Q3	$41K	Buy	+675	New	+$42.3K	0.02%	279

Other funds holding PSCH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Selective Wealth Management's PSCH Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2022, closing a stake of 675 shares — an estimated $30K sold.

Selective Wealth Management first reported a position in PSCH in Q3 2021 and held it in 5 quarters. The position peaked at $41K in Q3 2021. 92 funds tracked by Wall St. Rank hold PSCH as of Q4 2022.

Selective Wealth Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 675 Invesco S&P SmallCap Health Care ETF shares in Q4 2022, an estimated $30K.
Selective Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's Invesco S&P SmallCap Health Care ETF position peaked at $41K in Q3 2021.
92 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.