XF
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XML Financial’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

XML Financial’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
2022
Q1 		– Sell
-3,471
Closed -$208K – 341
2021
Q4 		$208K Buy
3,471
+111
+3% +$6.66K 0.03% 301
2021
Q3 		$205K Buy
+3,360
New +$210K 0.03% 292

Other funds holding PSCH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XML Financial's PSCH Position: Q1 2022 in Review

XML Financial sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2022, closing a stake of 3,471 shares — an estimated $208K sold.

XML Financial first reported a position in PSCH in Q3 2021 and held it in 2 quarters. The position peaked at $208K in Q4 2021. 104 funds tracked by Wall St. Rank hold PSCH as of Q1 2022.

  • XML Financial reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2022 after selling out during the quarter.
  • XML Financial sold 3,471 Invesco S&P SmallCap Health Care ETF shares in Q1 2022, an estimated $208K.
  • XML Financial first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2021 and held it in 2 quarters.
  • XML Financial's Invesco S&P SmallCap Health Care ETF position peaked at $208K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2022.

Based on XML Financial's 13F filing for Q1 2022, filed 2 May 2022.