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

Valeo 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
2024 Q4	–	Sell	-4,500	Closed	-$208K	–	780
2024 Q3	$208K	Buy	+4,500	New	+$204K	0.01%	646
2019 Q3	–	Sell	-657	Closed	-$26K	–	1645
2019 Q2	$26K	Hold	657	–	–	﹤0.01%	777
2019 Q1	$25K	Hold	657	–	–	﹤0.01%	716
2018 Q4	$24K	Sell	657 -156	-19%	-$6.38K	﹤0.01%	658
2018 Q3	$33K	Buy	813 +156	+24%	+$7.17K	﹤0.01%	643
2018 Q2	$30K	Buy	+657	New	+$26.6K	﹤0.01%	653

Other funds holding PSCH

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

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

PSF

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

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

MWM

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

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

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

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

Valeo Financial Advisors's PSCH Position: Q4 2024 in Review

Valeo Financial Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2024, closing a stake of 4,500 shares — an estimated $208K sold.

Valeo Financial Advisors first reported a position in PSCH in Q2 2018 and held it in 6 quarters. The position peaked at $208K in Q3 2024. 79 funds tracked by Wall St. Rank hold PSCH as of Q4 2024.

Valeo Financial Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2024 after selling out during the quarter.
Valeo Financial Advisors sold 4,500 Invesco S&P SmallCap Health Care ETF shares in Q4 2024, an estimated $208K.
Valeo Financial Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and held it in 6 quarters.
Valeo Financial Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $208K in Q3 2024.
79 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.