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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
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

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBI Investments's PSCH Position: Q1 2026 in Review

WBI Investments reduced its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 57% in Q1 2026, selling an estimated $603K and leaving 10,803 shares worth $445K. The position accounts for 0.12% of the portfolio, ranked #200.

WBI Investments first reported a position in PSCH in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.69M in Q2 2023. 71 funds tracked by Wall St. Rank hold PSCH as of Q1 2026.

  • WBI Investments held 10,803 shares of Invesco S&P SmallCap Health Care ETF worth $445K as of Q1 2026.
  • WBI Investments sold 14,044 Invesco S&P SmallCap Health Care ETF shares in Q1 2026, an estimated $603K.
  • Invesco S&P SmallCap Health Care ETF made up 0.12% of WBI Investments's portfolio in Q1 2026, its #200 holding.
  • WBI Investments first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2022 and has held it in 16 quarters since.
  • WBI Investments's Invesco S&P SmallCap Health Care ETF position peaked at $8.69M in Q2 2023.
  • 71 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.