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Affiance Financial’s Invesco Semiconductors ETF PSI Stock Holding History

Affiance Financial’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,845
Closed -$94K – 145
2021
Q4 		$94K Sell
1,845
-27
-1% -$1.28K 0.04% 118
2021
Q3 		$80K Buy
1,872
+27
+1% +$1.15K 0.03% 124
2021
Q2 		$79K Buy
+1,845
New +$75.2K 0.03% 127

Other funds holding PSI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Affiance Financial's PSI Position: Q1 2022 in Review

Affiance Financial sold out of Invesco Semiconductors ETF (PSI) in Q1 2022, closing a stake of 1,845 shares — an estimated $94K sold.

Affiance Financial first reported a position in PSI in Q2 2021 and held it in 3 quarters. The position peaked at $94K in Q4 2021. 109 funds tracked by Wall St. Rank hold PSI as of Q1 2022.

  • Affiance Financial reported no remaining Invesco Semiconductors ETF position as of Q1 2022 after selling out during the quarter.
  • Affiance Financial sold 1,845 Invesco Semiconductors ETF shares in Q1 2022, an estimated $94K.
  • Affiance Financial first reported a position in Invesco Semiconductors ETF in Q2 2021 and held it in 3 quarters.
  • Affiance Financial's Invesco Semiconductors ETF position peaked at $94K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2022.

Based on Affiance Financial's 13F filing for Q1 2022, filed 12 Apr 2022.