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

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,362
Closed -$56.7K – 2404
2025
Q3 		$56.7K Buy
+1,362
New +$54.6K ﹤0.01% 1199

Other funds holding PSCH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s PSCH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q4 2025, closing a stake of 1,362 shares — an estimated $56.7K sold.

Wealthspire Advisors (New York) first reported a position in PSCH in Q3 2025 and held it in 1 quarter. The position peaked at $56.7K in Q3 2025. 70 funds tracked by Wall St. Rank hold PSCH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,362 Invesco S&P SmallCap Health Care ETF shares in Q4 2025, an estimated $56.7K.
  • Wealthspire Advisors (New York) first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco S&P SmallCap Health Care ETF position peaked at $56.7K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.