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

TrueWealth 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 Q1	–	Sell	-7,641	Closed	-$336K	–	194
2022 Q4	$336K	Sell	7,641 -3	-0%	-$135	0.15%	119
2022 Q3	$335K	Buy	7,644 +231	+3%	+$11.1K	0.16%	103
2022 Q2	$338K	Sell	7,413 -147	-2%	-$7.01K	0.16%	109
2022 Q1	$453K	Hold	7,560	–	–	0.2%	100
2021 Q4	$453K	Buy	7,560 +960	+15%	+$57.6K	0.2%	100
2021 Q3	$402K	Sell	6,600 -24	-0.4%	-$1.5K	0.23%	83
2021 Q2	$428K	Sell	6,624 -42	-0.6%	-$2.62K	0.25%	73
2021 Q1	$403K	Sell	6,666 -60	-0.9%	-$3.72K	0.26%	73
2020 Q4	$402K	Buy	+6,726	New	+$335K	0.35%	55

Other funds holding PSCH

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

MIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TrueWealth Advisors's PSCH Position: Q1 2023 in Review

TrueWealth Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2023, closing a stake of 7,641 shares — an estimated $336K sold.

TrueWealth Advisors first reported a position in PSCH in Q4 2020 and held it in 9 quarters. The position peaked at $453K in Q1 2022. 83 funds tracked by Wall St. Rank hold PSCH as of Q1 2023.

TrueWealth Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2023 after selling out during the quarter.
TrueWealth Advisors sold 7,641 Invesco S&P SmallCap Health Care ETF shares in Q1 2023, an estimated $336K.
TrueWealth Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2020 and held it in 9 quarters.
TrueWealth Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $453K in Q1 2022.
83 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2023.

Based on TrueWealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.