UFF
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USA Financial Formulas’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

USA Financial Formulas’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
2019
Q1 		– Sell
-19,953
Closed -$934K – 286
2018
Q4 		$934K Sell
19,953
-2,244
-10% -$91.8K 0.23% 76
2018
Q3 		$951K Buy
+22,197
New +$1.02M 0.24% 68

Other funds holding PSCH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

USA Financial Formulas's PSCH Position: Q1 2019 in Review

USA Financial Formulas sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2019, closing a stake of 19,953 shares — an estimated $934K sold.

USA Financial Formulas first reported a position in PSCH in Q3 2018 and held it in 2 quarters. The position peaked at $951K in Q3 2018. 102 funds tracked by Wall St. Rank hold PSCH as of Q1 2019.

  • USA Financial Formulas reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 19,953 Invesco S&P SmallCap Health Care ETF shares in Q1 2019, an estimated $934K.
  • USA Financial Formulas first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2018 and held it in 2 quarters.
  • USA Financial Formulas's Invesco S&P SmallCap Health Care ETF position peaked at $951K in Q3 2018.
  • 102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.