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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

Other funds holding PSCH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

WealthPLAN Partners's PSCH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q3 2023, closing a stake of 234 shares — an estimated $10.4K sold.

WealthPLAN Partners first reported a position in PSCH in Q1 2023 and held it in 2 quarters. The position peaked at $10.4K in Q2 2023. 75 funds tracked by Wall St. Rank hold PSCH as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 234 Invesco S&P SmallCap Health Care ETF shares in Q3 2023, an estimated $10.4K.
  • WealthPLAN Partners first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco S&P SmallCap Health Care ETF position peaked at $10.4K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.