Avantax Planning Partners’s Invesco Semiconductors ETF PSI Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-1,695	Closed	-$30K	–	972
2018 Q3	$30K	Buy	+1,695	New	+$30.7K	﹤0.01%	611
2018 Q2	–	Sell	-1,695	Closed	-$30K	–	1164
2018 Q1	$30K	Buy	+1,695	New	+$30.2K	﹤0.01%	650

Other funds holding PSI

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BFA

Brendel Financial Advisors Hanover, New Hampshire $202M AUM 37.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Avantax Planning Partners's PSI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco Semiconductors ETF (PSI) in Q4 2018, closing a stake of 1,695 shares — an estimated $30K sold.

Avantax Planning Partners first reported a position in PSI in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 45 funds tracked by Wall St. Rank hold PSI as of Q4 2018.

Avantax Planning Partners reported no remaining Invesco Semiconductors ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,695 Invesco Semiconductors ETF shares in Q4 2018, an estimated $30K.
Avantax Planning Partners first reported a position in Invesco Semiconductors ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Invesco Semiconductors ETF position peaked at $30K in Q3 2018.
45 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.