WI
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WBI Investments’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

WBI Investments’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 		$598K Buy
11,416
+613
+6% +$27.9K 0.15% 180
2026
Q1 		$445K Sell
10,803
-14,044
-57% -$603K 0.12% 200
2025
Q4 		$1.09M Buy
24,847
+966
+4% +$42.2K 0.29% 100
2025
Q3 		$994K Sell
23,881
-27,175
-53% -$1.09M 0.25% 110
2025
Q2 		$2.05M Sell
51,056
-1,720
-3% -$69.5K 0.53% 47
2025
Q1 		$2.28M Sell
52,776
-49,735
-49% -$2.24M 0.6% 49
2024
Q4 		$4.54M Buy
102,511
+9,704
+10% +$443K 1.13% 13
2024
Q3 		$4.28M Buy
92,807
+1,521
+2% +$68.9K 1.03% 14
2024
Q2 		$3.89M Buy
91,286
+205
+0.2% +$8.67K 0.94% 27
2024
Q1 		$3.98M Sell
91,081
-107,321
-54% -$4.56M 0.83% 28
2023
Q4 		$8.49M Buy
198,402
+11,897
+6% +$448K 1.7% 10
2023
Q3 		$7M Sell
186,505
-9,014
-5% -$376K 1.41% 13
2023
Q2 		$8.69M Buy
195,519
+21,639
+12% +$956K 1.57% 13
2023
Q1 		$7.59M Buy
173,880
+102,444
+143% +$4.63M 1.52% 12
2022
Q4 		$3.14M Sell
71,436
-8,223
-10% -$370K 0.67% 39
2022
Q3 		$3.45M Buy
79,659
+14,964
+23% +$719K 1% 22
2022
Q2 		$2.9M Buy
+64,695
New +$3.08M 0.63% 40

Other funds holding PSCH

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
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

WBI Investments's PSCH Position: Q2 2026 in Review

WBI Investments increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 5.7% in Q2 2026, buying an estimated $27.9K and bringing the position to 11,416 shares worth $598K. The position accounts for 0.15% of the portfolio, ranked #180.

WBI Investments first reported a position in PSCH in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.69M in Q2 2023. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

  • WBI Investments held 11,416 shares of Invesco S&P SmallCap Health Care ETF worth $598K as of Q2 2026.
  • WBI Investments bought 613 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $27.9K.
  • Invesco S&P SmallCap Health Care ETF made up 0.15% of WBI Investments's portfolio in Q2 2026, its #180 holding.
  • WBI Investments first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2022 and has held it in 17 quarters since.
  • WBI Investments's Invesco S&P SmallCap Health Care ETF position peaked at $8.69M in Q2 2023.
  • 74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.