WAG
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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
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

IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return