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SWM
Spire Wealth Management’s
Invesco S&P SmallCap Health Care ETF
PSCH
Stock Holding History
Spire 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
2026
Q1
$7.68K
Hold
187
–
–
﹤0.01%
1714
2025
Q4
$8.22K
Hold
187
–
–
﹤0.01%
1774
2025
Q3
$7.77K
Hold
187
–
–
﹤0.01%
1847
2025
Q2
$7.48K
Hold
187
–
–
﹤0.01%
1818
2025
Q1
$8.08K
Sell
187
-102
-35%
-$4.6K
﹤0.01%
1904
2024
Q4
$12.8K
Hold
289
–
–
﹤0.01%
1775
2024
Q3
$13.3K
Hold
289
–
–
﹤0.01%
1558
2024
Q2
$12.3K
Buy
289
+1
+0.3%
+$42
﹤0.01%
1582
2024
Q1
$12.6K
Sell
288
-342
-54%
-$14.5K
﹤0.01%
1644
2023
Q4
$26.3K
Sell
630
-603
-49%
-$22.7K
﹤0.01%
1437
2023
Q3
$46.3K
Sell
1,233
-156
-11%
-$6.5K
﹤0.01%
1199
2023
Q2
$61.7K
Sell
1,389
-159
-10%
-$7.02K
﹤0.01%
1122
2023
Q1
$67.6K
Sell
1,548
-759
-33%
-$34.3K
﹤0.01%
1075
2022
Q4
$102K
Hold
2,307
–
–
0.01%
735
2022
Q3
$101K
Sell
2,307
-750
-25%
-$36K
0.01%
708
2022
Q2
$139K
Sell
3,057
-459
-13%
-$21.9K
0.01%
899
2022
Q1
$189K
Sell
3,516
-279
-7%
-$14.8K
0.01%
920
2021
Q4
$227K
Sell
3,795
-1,056
-22%
-$63.4K
0.01%
1042
2021
Q3
$295K
Hold
4,851
–
–
0.01%
763
2021
Q2
$313K
Sell
4,851
-522
-10%
-$32.5K
0.01%
760
2021
Q1
$330K
Buy
+5,373
New
+$333K
0.01%
815
Other funds holding PSCH
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$4.25B AUM
21.02%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
HCA
Harbor Capital Advisors
Chicago, Illinois
$1.23B AUM
30.56%
1-Year Est. Return
TRCT
Tower Research Capital (TRC)
New York
$3.85B AUM
32.11%
1-Year Est. Return
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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