Steward Partners Investment Advisory’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Steward Partners Investment Advisory’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	$145K	Hold	2,772	–	–	﹤0.01%	2401
2026 Q1	$114K	Hold	2,772	–	–	﹤0.01%	2308
2025 Q4	$122K	Sell	2,772 -74	-3%	-$3.23K	﹤0.01%	2183
2025 Q3	$118K	Sell	2,846 -98	-3%	-$3.93K	﹤0.01%	2129
2025 Q2	$118K	Hold	2,944	–	–	﹤0.01%	2016
2025 Q1	$127K	Hold	2,944	–	–	﹤0.01%	1880
2024 Q4	$130K	Buy	2,944 +61	+2%	+$2.78K	﹤0.01%	1846
2024 Q3	$133K	Hold	2,883	–	–	﹤0.01%	1731
2024 Q2	$123K	Hold	2,883	–	–	﹤0.01%	1678
2024 Q1	$126K	Hold	2,883	–	–	﹤0.01%	1647
2023 Q4	$123K	Buy	2,883 +477	+20%	+$17.9K	﹤0.01%	1588
2023 Q3	$90.3K	Hold	2,406	–	–	﹤0.01%	1626
2023 Q2	$107K	Hold	2,406	–	–	﹤0.01%	1554
2023 Q1	$105K	Sell	2,406 -60	-2%	-$2.71K	﹤0.01%	1567
2022 Q4	$108K	Hold	2,466	–	–	﹤0.01%	1510
2022 Q3	$108K	Hold	2,466	–	–	﹤0.01%	1464
2022 Q2	$112K	Hold	2,466	–	–	﹤0.01%	1448
2022 Q1	$132K	Sell	2,466 -627	-20%	-$33.3K	﹤0.01%	1487
2021 Q4	$185K	Hold	3,093	–	–	﹤0.01%	1345
2021 Q3	$188K	Buy	3,093 +1,638	+113%	+$103K	﹤0.01%	1297
2021 Q2	$94K	Sell	1,455 -8,301	-85%	-$517K	﹤0.01%	2366
2021 Q1	$598K	Buy	9,756 +8,796	+916%	+$545K	0.01%	819
2020 Q4	$54K	Hold	960	–	–	﹤0.01%	1636
2020 Q3	$42K	Buy	960 +132	+16%	+$5.65K	﹤0.01%	1575
2020 Q2	$33K	Sell	828 -114	-12%	-$4.36K	﹤0.01%	1586
2020 Q1	$32K	Sell	942 -156	-14%	-$6.37K	﹤0.01%	1431
2019 Q4	$47K	Sell	1,098 -504	-31%	-$20.4K	﹤0.01%	1426
2019 Q3	$60K	Hold	1,602	–	–	﹤0.01%	1286
2019 Q2	$62K	Buy	+1,602	New	+$60.6K	﹤0.01%	1258
2018 Q4	–	Sell	-2,700	Closed	-$126K	–	1793
2018 Q3	$126K	Buy	+2,700	New	+$124K	0.01%	861

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

Steward Partners Investment Advisory's PSCH Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 2,772 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

Steward Partners Investment Advisory first reported a position in PSCH in Q3 2018 and has held it in 30 quarters since. The position peaked at $598K in Q1 2021. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Steward Partners Investment Advisory held 2,772 shares of Invesco S&P SmallCap Health Care ETF worth $145K as of Q2 2026.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q2 2026, its #2401 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2018 and has held it in 30 quarters since.
Steward Partners Investment Advisory's Invesco S&P SmallCap Health Care ETF position peaked at $598K in Q1 2021.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.