United Capital Financial Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

United Capital Financial 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
2020 Q1	–	Sell	-5,460	Closed	-$235K	–	1330
2019 Q4	$235K	Hold	5,460	–	–	﹤0.01%	1239
2019 Q3	$207K	Sell	5,460 -1,890	-26%	-$73.2K	﹤0.01%	1186
2019 Q2	$289K	Buy	7,350 +1,656	+29%	+$62.7K	﹤0.01%	1231
2019 Q1	$219K	Sell	5,694 -5,613	-50%	-$219K	﹤0.01%	1243
2018 Q4	$405K	Sell	11,307 -254,289	-96%	-$10.4M	﹤0.01%	973
2018 Q3	$12.4M	Sell	265,596 -56,805	-18%	-$2.61M	0.09%	254
2018 Q2	$13.8M	Buy	+322,401	New	+$13.1M	0.1%	220

Other funds holding PSCH

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

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

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

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

United Capital Financial Advisors's PSCH Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2020, closing a stake of 5,460 shares — an estimated $235K sold.

United Capital Financial Advisors first reported a position in PSCH in Q2 2018 and held it in 7 quarters. The position peaked at $13.8M in Q2 2018. 84 funds tracked by Wall St. Rank hold PSCH as of Q1 2020.

United Capital Financial Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2020 after selling out during the quarter.
United Capital Financial Advisors sold 5,460 Invesco S&P SmallCap Health Care ETF shares in Q1 2020, an estimated $235K.
United Capital Financial Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and held it in 7 quarters.
United Capital Financial Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $13.8M in Q2 2018.
84 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.