Stifel Financial
PSCH icon

Stifel Financial’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Stifel Financial’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
2025
Q4 		– Sell
-4,821
Closed -$201K – 3681
2025
Q3 		$201K Sell
4,821
-700
-13% -$28K ﹤0.01% 3343
2025
Q2 		$221K Buy
+5,521
New +$223K ﹤0.01% 3214
2023
Q2 		– Sell
-4,899
Closed -$214K – 3392
2023
Q1 		$214K Buy
4,899
+99
+2% +$4.48K ﹤0.01% 3013
2022
Q4 		$211K Hold
4,800
– – ﹤0.01% 2956
2022
Q3 		$211K Sell
4,800
-150
-3% -$7.21K ﹤0.01% 2915
2022
Q2 		$226K Sell
4,950
-858
-15% -$40.9K ﹤0.01% 2912
2022
Q1 		$312K Sell
5,808
-483
-8% -$25.6K ﹤0.01% 2858
2021
Q4 		$377K Sell
6,291
-3,690
-37% -$221K ﹤0.01% 2755
2021
Q3 		$607K Buy
9,981
+3,393
+52% +$212K ﹤0.01% 2460
2021
Q2 		$425K Hold
6,588
– – ﹤0.01% 2670
2021
Q1 		$404K Sell
6,588
-4,338
-40% -$269K ﹤0.01% 2606
2020
Q4 		$618K Buy
10,926
+3,687
+51% +$184K ﹤0.01% 2188
2020
Q3 		$319K Buy
7,239
+1,272
+21% +$54.4K ﹤0.01% 2358
2020
Q2 		$241K Sell
5,967
-36
-0.6% -$1.38K ﹤0.01% 2495
2020
Q1 		$209K Sell
6,003
-10,758
-64% -$439K ﹤0.01% 2414
2019
Q4 		$718K Buy
16,761
+10,785
+180% +$437K ﹤0.01% 2040
2019
Q3 		$227K Sell
5,976
-522
-8% -$20.2K ﹤0.01% 2592
2019
Q2 		$255K Sell
6,498
-1,032
-14% -$39K ﹤0.01% 2579
2019
Q1 		$291K Sell
7,530
-1,374
-15% -$53.5K ﹤0.01% 2387
2018
Q4 		$325K Buy
8,904
+2,709
+44% +$111K ﹤0.01% 2184
2018
Q3 		$292K Buy
+6,195
New +$285K ﹤0.01% 2382

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

Stifel Financial's PSCH Position: Q4 2025 in Review

Stifel Financial sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2025, closing a stake of 4,821 shares — an estimated $201K sold.

Stifel Financial first reported a position in PSCH in Q3 2018 and held it in 21 quarters. The position peaked at $718K in Q4 2019. 70 funds tracked by Wall St. Rank hold PSCH as of Q4 2025.

  • Stifel Financial reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 4,821 Invesco S&P SmallCap Health Care ETF shares in Q4 2025, an estimated $201K.
  • Stifel Financial first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2018 and held it in 21 quarters.
  • Stifel Financial's Invesco S&P SmallCap Health Care ETF position peaked at $718K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.