AWM
PSI icon

Avior Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

Avior Wealth Management’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
2023
Q4 		– Sell
-144
Closed -$6.16K – 1641
2023
Q3 		$6.16K Hold
144
– – ﹤0.01% 1130
2023
Q2 		$6.57K Hold
144
– – ﹤0.01% 1102
2023
Q1 		$5.93K Buy
+144
New +$5.57K ﹤0.01% 1151

Other funds holding PSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Avior Wealth Management's PSI Position: Q4 2023 in Review

Avior Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q4 2023, closing a stake of 144 shares — an estimated $6.16K sold.

Avior Wealth Management first reported a position in PSI in Q1 2023 and held it in 3 quarters. The position peaked at $6.57K in Q2 2023. 125 funds tracked by Wall St. Rank hold PSI as of Q4 2023.

  • Avior Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 144 Invesco Semiconductors ETF shares in Q4 2023, an estimated $6.16K.
  • Avior Wealth Management first reported a position in Invesco Semiconductors ETF in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's Invesco Semiconductors ETF position peaked at $6.57K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.