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

WealthOne’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
2019
Q1 		– Sell
-150
Closed -$5K – 421
2018
Q4 		$5K Buy
+150
New +$6.14K ﹤0.01% 469

Other funds holding PSCH

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthOne's PSCH Position: Q1 2019 in Review

WealthOne sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2019, closing a stake of 150 shares — an estimated $5K sold.

WealthOne first reported a position in PSCH in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 102 funds tracked by Wall St. Rank hold PSCH as of Q1 2019.

  • WealthOne reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 150 Invesco S&P SmallCap Health Care ETF shares in Q1 2019, an estimated $5K.
  • WealthOne first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Invesco S&P SmallCap Health Care ETF position peaked at $5K in Q4 2018.
  • 102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.