Tucker Asset Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Tucker Asset Management’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
2024 Q3	–	Sell	-417	Closed	-$17.8K	–	1632
2024 Q2	$17.8K	Sell	417 -90	-18%	-$3.81K	﹤0.01%	667
2024 Q1	$22.2K	Hold	507	–	–	0.01%	636
2023 Q4	$21.7K	Hold	507	–	–	0.01%	511
2023 Q3	$19K	Hold	507	–	–	0.01%	508
2023 Q2	$22.5K	Hold	507	–	–	0.01%	384
2023 Q1	$22.1K	Hold	507	–	–	0.01%	394
2022 Q4	$22.3K	Hold	507	–	–	0.01%	229
2022 Q3	$23.2K	Buy	+507	New	+$24.4K	0.01%	221

Other funds holding PSCH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

MIG

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

Tucker Asset Management's PSCH Position: Q3 2024 in Review

Tucker Asset Management sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2024, closing a stake of 417 shares — an estimated $17.8K sold.

Tucker Asset Management first reported a position in PSCH in Q3 2022 and held it in 8 quarters. The position peaked at $23.2K in Q3 2022. 79 funds tracked by Wall St. Rank hold PSCH as of Q3 2024.

Tucker Asset Management reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 417 Invesco S&P SmallCap Health Care ETF shares in Q3 2024, an estimated $17.8K.
Tucker Asset Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2022 and held it in 8 quarters.
Tucker Asset Management's Invesco S&P SmallCap Health Care ETF position peaked at $23.2K in Q3 2022.
79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.