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

Stephens Inc’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
2019
Q2 		– Sell
-68,709
Closed -$2.65M – 1210
2019
Q1 		$2.65M Buy
+68,709
New +$2.68M 0.06% 336
2018
Q4 		– Sell
-4,530
Closed -$212K – 1167
2018
Q3 		$212K Buy
+4,530
New +$208K 0.01% 1046

Other funds holding PSCH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Inc's PSCH Position: Q2 2019 in Review

Stephens Inc sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2019, closing a stake of 68,709 shares — an estimated $2.65M sold.

Stephens Inc first reported a position in PSCH in Q3 2018 and held it in 2 quarters. The position peaked at $2.65M in Q1 2019. 87 funds tracked by Wall St. Rank hold PSCH as of Q2 2019.

  • Stephens Inc reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2019 after selling out during the quarter.
  • Stephens Inc sold 68,709 Invesco S&P SmallCap Health Care ETF shares in Q2 2019, an estimated $2.65M.
  • Stephens Inc first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2018 and held it in 2 quarters.
  • Stephens Inc's Invesco S&P SmallCap Health Care ETF position peaked at $2.65M in Q1 2019.
  • 87 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2019.

Based on Stephens Inc's 13F filing for Q2 2019, filed 1 Aug 2019.