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 Q2	$9.78K	Hold	187	–	–	﹤0.01%	1656
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

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

Spire Wealth Management's PSCH Position: Q2 2026 in Review

Spire Wealth Management held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 187 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Spire Wealth Management first reported a position in PSCH in Q1 2021 and has held it in 22 quarters since. The position peaked at $330K in Q1 2021. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Spire Wealth Management held 187 shares of Invesco S&P SmallCap Health Care ETF worth $9.78K as of Q2 2026.
Spire Wealth Management 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 Spire Wealth Management's portfolio in Q2 2026, its #1656 holding.
Spire Wealth Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Invesco S&P SmallCap Health Care ETF position peaked at $330K in Q1 2021.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.