Wiser Advisor Group’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Wiser Advisor Group’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
2026 Q2	$95.2K	Hold	1,818	–	–	0.1%	66
2026 Q1	$74.8K	Hold	1,818	–	–	0.09%	75
2025 Q4	$80.1K	Hold	1,818	–	–	0.09%	76
2025 Q3	$75.7K	Buy	+1,818	New	+$72.8K	0.09%	74
2025 Q2	–	Sell	-4,469	Closed	-$193K	–	198
2025 Q1	$193K	Buy	4,469 +1	+0%	+$45	0.29%	48
2024 Q4	$198K	Buy	4,468 +2	+0%	+$91	0.29%	46
2024 Q3	$206K	Sell	4,466 -1	-0%	-$45	0.31%	47
2024 Q2	$190K	Sell	4,467 -23	-0.5%	-$973	0.3%	48
2024 Q1	$196K	Sell	4,490 -28	-0.6%	-$1.19K	0.31%	51
2023 Q4	$193K	Buy	+4,518	New	+$170K	0.32%	51

Other funds holding PSCH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Wiser Advisor Group's PSCH Position: Q2 2026 in Review

Wiser Advisor Group held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q2 2026 at 1,818 shares worth $95.2K. The position accounts for 0.1% of the portfolio, ranked #66.

Wiser Advisor Group first reported a position in PSCH in Q4 2023 and has held it in 10 quarters since. The position peaked at $206K in Q3 2024. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

Wiser Advisor Group held 1,818 shares of Invesco S&P SmallCap Health Care ETF worth $95.2K as of Q2 2026.
Wiser Advisor Group left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Health Care ETF made up 0.1% of Wiser Advisor Group's portfolio in Q2 2026, its #66 holding.
Wiser Advisor Group first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Invesco S&P SmallCap Health Care ETF position peaked at $206K in Q3 2024.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.