SOA Wealth Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

SOA Wealth 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
2026 Q2	$12.6K	Hold	240	–	–	﹤0.01%	578
2026 Q1	$9.88K	Hold	240	–	–	﹤0.01%	589
2025 Q4	$10.6K	Hold	240	–	–	﹤0.01%	589
2025 Q3	$9.98K	Hold	240	–	–	﹤0.01%	607
2025 Q2	$9.62K	Sell	240 -186	-44%	-$7.51K	﹤0.01%	605
2025 Q1	$18.4K	Hold	426	–	–	﹤0.01%	485
2024 Q4	$18.9K	Hold	426	–	–	﹤0.01%	462
2024 Q3	$19.7K	Hold	426	–	–	﹤0.01%	453
2024 Q2	$18.1K	Hold	426	–	–	﹤0.01%	455
2024 Q1	$18.6K	Hold	426	–	–	﹤0.01%	450
2023 Q4	$18.2K	Hold	426	–	–	﹤0.01%	443
2023 Q3	$16K	Hold	426	–	–	﹤0.01%	460
2023 Q2	$18.9K	Hold	426	–	–	﹤0.01%	440
2023 Q1	$18.6K	Hold	426	–	–	﹤0.01%	435
2022 Q4	$18.7K	Hold	426	–	–	0.01%	415
2022 Q3	$18K	Hold	426	–	–	0.01%	409
2022 Q2	$19K	Hold	426	–	–	0.01%	394
2022 Q1	$22K	Hold	426	–	–	0.01%	455
2021 Q4	$25K	Hold	426	–	–	0.01%	410
2021 Q3	$25K	Buy	426 +186	+78%	+$11.6K	0.01%	415
2021 Q2	$15K	Hold	240	–	–	﹤0.01%	507
2021 Q1	$14K	Hold	240	–	–	﹤0.01%	463
2020 Q4	$15K	Buy	+240	New	+$12K	﹤0.01%	453

Other funds holding PSCH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

SOA Wealth Advisors's PSCH Position: Q2 2026 in Review

SOA Wealth Advisors held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 240 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

SOA Wealth Advisors first reported a position in PSCH in Q4 2020 and has held it in 23 quarters since. The position peaked at $25K in Q4 2021. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

SOA Wealth Advisors held 240 shares of Invesco S&P SmallCap Health Care ETF worth $12.6K as of Q2 2026.
SOA Wealth Advisors left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #578 holding.
SOA Wealth Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $25K in Q4 2021.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.