Wagner Wealth Management (South Carolina)’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Wagner Wealth Management (South Carolina)’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
2026 Q2	$2.04K	Hold	39	–	–	﹤0.01%	260
2026 Q1	$1.61K	Hold	39	–	–	﹤0.01%	261
2025 Q4	$1.72K	Hold	39	–	–	﹤0.01%	242
2025 Q3	$1.63K	Hold	39	–	–	﹤0.01%	222
2025 Q2	$1.57K	Hold	39	–	–	﹤0.01%	229
2025 Q1	$1.69K	Sell	39 -168	-81%	-$7.57K	﹤0.01%	220
2024 Q4	$9.17K	Hold	207	–	–	﹤0.01%	193
2024 Q3	$9.55K	Hold	207	–	–	﹤0.01%	187
2024 Q2	$8.82K	Buy	+207	New	+$8.76K	﹤0.01%	215

Other funds holding PSCH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBT

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

Wagner Wealth Management (South Carolina)'s PSCH Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 39 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Wagner Wealth Management (South Carolina) first reported a position in PSCH in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.55K in Q3 2024. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Wagner Wealth Management (South Carolina) held 39 shares of Invesco S&P SmallCap Health Care ETF worth $2.04K as of Q2 2026.
Wagner Wealth Management (South Carolina) left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #260 holding.
Wagner Wealth Management (South Carolina) first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2024 and has held it in 9 quarters since.
Wagner Wealth Management (South Carolina)'s Invesco S&P SmallCap Health Care ETF position peaked at $9.55K in Q3 2024.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.