WP
PSCH icon

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

WealthPLAN Partners’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
2023
Q3 		– Sell
-234
Closed -$10.4K – 924
2023
Q2 		$10.4K Hold
234
– – ﹤0.01% 788
2023
Q1 		$10.2K Buy
+234
New +$10.6K ﹤0.01% 853

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Morgan Stanley
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Bank of America
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PSF
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIG
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