SignatureFD’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

SignatureFD’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
2024 Q1	–	Sell	-84	Closed	-$3.6K	–	3241
2023 Q4	$3.6K	Hold	84	–	–	﹤0.01%	2608
2023 Q3	$3.15K	Buy	+84	New	+$3.5K	﹤0.01%	2648
2020 Q2	–	Sell	-1,014	Closed	-$35K	–	2629
2020 Q1	$35K	Hold	1,014	–	–	﹤0.01%	1032
2019 Q4	$44K	Buy	+1,014	New	+$41.1K	﹤0.01%	1018

Other funds holding PSCH

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

SignatureFD's PSCH Position: Q1 2024 in Review

SignatureFD sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2024, closing a stake of 84 shares — an estimated $3.6K sold.

SignatureFD first reported a position in PSCH in Q4 2019 and held it in 4 quarters. The position peaked at $44K in Q4 2019. 81 funds tracked by Wall St. Rank hold PSCH as of Q1 2024.

SignatureFD reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2024 after selling out during the quarter.
SignatureFD sold 84 Invesco S&P SmallCap Health Care ETF shares in Q1 2024, an estimated $3.6K.
SignatureFD first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2019 and held it in 4 quarters.
SignatureFD's Invesco S&P SmallCap Health Care ETF position peaked at $44K in Q4 2019.
81 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2024.

Based on SignatureFD's 13F filing for Q1 2024, filed 3 May 2024.