Avantax Advisory Services’s Invesco Semiconductors ETF PSI Stock Holding History

Avantax Advisory Services’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	-4,539	Closed	-$285K	–	2182
2024 Q2	$285K	Buy	4,539 +236	+5%	+$13.6K	﹤0.01%	1730
2024 Q1	$243K	Buy	+4,303	New	+$224K	﹤0.01%	1428
2023 Q3	–	Sell	-6,414	Closed	-$292K	–	1605
2023 Q2	$292K	Sell	6,414 -1,302	-17%	-$52.6K	﹤0.01%	1202
2023 Q1	$318K	Buy	7,716 +513	+7%	+$19.8K	﹤0.01%	1122
2022 Q4	$240K	Sell	7,203 -36	-0.5%	-$1.2K	﹤0.01%	1225
2022 Q3	$217K	Buy	+7,239	New	+$251K	﹤0.01%	1170

Other funds holding PSI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's PSI Position: Q3 2024 in Review

Avantax Advisory Services sold out of Invesco Semiconductors ETF (PSI) in Q3 2024, closing a stake of 4,539 shares — an estimated $285K sold.

Avantax Advisory Services first reported a position in PSI in Q3 2022 and held it in 6 quarters. The position peaked at $318K in Q1 2023. 131 funds tracked by Wall St. Rank hold PSI as of Q3 2024.

Avantax Advisory Services reported no remaining Invesco Semiconductors ETF position as of Q3 2024 after selling out during the quarter.
Avantax Advisory Services sold 4,539 Invesco Semiconductors ETF shares in Q3 2024, an estimated $285K.
Avantax Advisory Services first reported a position in Invesco Semiconductors ETF in Q3 2022 and held it in 6 quarters.
Avantax Advisory Services's Invesco Semiconductors ETF position peaked at $318K in Q1 2023.
131 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.