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

WealthShield 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
2020 Q4	–	Sell	-117	Closed	-$5K	–	375
2020 Q3	$5K	Hold	117	–	–	﹤0.01%	363
2020 Q2	$5K	Hold	117	–	–	﹤0.01%	306
2020 Q1	$4K	Hold	117	–	–	﹤0.01%	246
2019 Q4	$5K	Hold	117	–	–	﹤0.01%	260
2019 Q3	$4K	Buy	+117	New	+$4.53K	﹤0.01%	249

Other funds holding PSCH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

WealthShield Partners's PSCH Position: Q4 2020 in Review

WealthShield Partners sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2020, closing a stake of 117 shares — an estimated $5K sold.

WealthShield Partners first reported a position in PSCH in Q3 2019 and held it in 5 quarters. The position peaked at $5K in Q3 2020. 85 funds tracked by Wall St. Rank hold PSCH as of Q4 2020.

WealthShield Partners reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2020 after selling out during the quarter.
WealthShield Partners sold 117 Invesco S&P SmallCap Health Care ETF shares in Q4 2020, an estimated $5K.
WealthShield Partners first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2019 and held it in 5 quarters.
WealthShield Partners's Invesco S&P SmallCap Health Care ETF position peaked at $5K in Q3 2020.
85 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.