TCI Wealth Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-438	Closed	-$19.1K	–	1714
2023 Q1	$19.1K	Hold	438	–	–	﹤0.01%	733
2022 Q4	$19.3K	Hold	438	–	–	﹤0.01%	721
2022 Q3	$19K	Hold	438	–	–	﹤0.01%	681
2022 Q2	$20K	Hold	438	–	–	﹤0.01%	647
2022 Q1	$24K	Hold	438	–	–	﹤0.01%	618
2021 Q4	$26K	Hold	438	–	–	﹤0.01%	597
2021 Q3	$27K	Hold	438	–	–	﹤0.01%	575
2021 Q2	$28K	Hold	438	–	–	﹤0.01%	527
2021 Q1	$27K	Hold	438	–	–	0.01%	498
2020 Q4	$25K	Hold	438	–	–	0.01%	457
2020 Q3	$19K	Hold	438	–	–	0.01%	459
2020 Q2	$18K	Hold	438	–	–	0.01%	471
2020 Q1	$15K	Hold	438	–	–	0.01%	502
2019 Q4	$19K	Sell	438 -48	-10%	-$1.94K	0.01%	562
2019 Q3	$18K	Buy	486 +48	+11%	+$1.86K	0.01%	518
2019 Q2	$17K	Hold	438	–	–	0.01%	505
2019 Q1	$17K	Hold	438	–	–	0.01%	526
2018 Q4	$16K	Hold	438	–	–	0.01%	523
2018 Q3	$20K	Hold	438	–	–	0.01%	507
2018 Q2	$19K	Buy	+438	New	+$17.7K	0.01%	497

Other funds holding PSCH

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

TCI Wealth Advisors's PSCH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2023, closing a stake of 438 shares — an estimated $19.1K sold.

TCI Wealth Advisors first reported a position in PSCH in Q2 2018 and held it in 20 quarters. The position peaked at $28K in Q2 2021. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2023.

TCI Wealth Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 438 Invesco S&P SmallCap Health Care ETF shares in Q2 2023, an estimated $19.1K.
TCI Wealth Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and held it in 20 quarters.
TCI Wealth Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $28K in Q2 2021.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.