Wealth Quarterback’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Wealth Quarterback’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
2021 Q3	$14K	Buy	300 +144	+92%	+$9.01K	0.01%	410
2021 Q2	$11K	Buy	+156	New	+$9.71K	0.01%	462
2020 Q2	–	Sell	-156	Closed	-$5.38K	–	589
2020 Q1	$5.38K	Hold	156	–	–	﹤0.01%	601
2019 Q4	$6.72K	Buy	+156	New	+$6.32K	0.01%	594

Other funds holding PSCH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PSF

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Wealth Quarterback's PSCH Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 92% in Q3 2021, buying an estimated $9.01K and bringing the position to 300 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #410.

Wealth Quarterback first reported a position in PSCH in Q4 2019 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold PSCH as of Q3 2021.

Wealth Quarterback held 300 shares of Invesco S&P SmallCap Health Care ETF worth $14K as of Q3 2021.
Wealth Quarterback bought 144 Invesco S&P SmallCap Health Care ETF shares in Q3 2021, an estimated $9.01K.
Invesco S&P SmallCap Health Care ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #410 holding.
Wealth Quarterback first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2019 and has held it in 4 quarters since.
98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.