Wealthspire Advisors (Maryland)’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-630	Closed	-$24K	–	1627
2019 Q1	$24K	Hold	630	–	–	﹤0.01%	1205
2018 Q4	$23K	Hold	630	–	–	﹤0.01%	1151
2018 Q3	$29K	Hold	630	–	–	﹤0.01%	1169
2018 Q2	$27K	Buy	+630	New	+$25.5K	﹤0.01%	1200

Other funds holding PSCH

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PSCH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2019, closing a stake of 630 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in PSCH in Q2 2018 and held it in 4 quarters. The position peaked at $29K in Q3 2018. 87 funds tracked by Wall St. Rank hold PSCH as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 630 Invesco S&P SmallCap Health Care ETF shares in Q2 2019, an estimated $24K.
Wealthspire Advisors (Maryland) first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s Invesco S&P SmallCap Health Care ETF position peaked at $29K in Q3 2018.
87 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.