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Atria Investments’s Invesco Semiconductors ETF PSI Stock Holding History

Atria Investments’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
2024
Q3 		– Sell
-12,722
Closed -$799K – 2022
2024
Q2 		$799K Buy
+12,722
New +$734K 0.01% 1056
2018
Q3 		– Sell
-301,095
Closed -$5.24M – 1025
2018
Q2 		$5.24M Buy
+301,095
New +$5.35M 0.23% 78

Other funds holding PSI

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Investments's PSI Position: Q3 2024 in Review

Atria Investments sold out of Invesco Semiconductors ETF (PSI) in Q3 2024, closing a stake of 12,722 shares — an estimated $799K sold.

Atria Investments first reported a position in PSI in Q2 2018 and held it in 2 quarters. The position peaked at $5.24M in Q2 2018. 131 funds tracked by Wall St. Rank hold PSI as of Q3 2024.

  • Atria Investments reported no remaining Invesco Semiconductors ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 12,722 Invesco Semiconductors ETF shares in Q3 2024, an estimated $799K.
  • Atria Investments first reported a position in Invesco Semiconductors ETF in Q2 2018 and held it in 2 quarters.
  • Atria Investments's Invesco Semiconductors ETF position peaked at $5.24M in Q2 2018.
  • 131 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.