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Baker Avenue Asset Management’s Invesco Semiconductors ETF PSI Stock Holding History

Baker Avenue Asset 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
Q2 		– Sell
-1,095
Closed -$45.1K – 1723
2023
Q1 		$45.1K Buy
+1,095
New +$42.3K ﹤0.01% 544

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Baker Avenue Asset Management's PSI Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Invesco Semiconductors ETF (PSI) in Q2 2023, closing a stake of 1,095 shares — an estimated $45.1K sold.

Baker Avenue Asset Management first reported a position in PSI in Q1 2023 and held it in 1 quarter. The position peaked at $45.1K in Q1 2023. 114 funds tracked by Wall St. Rank hold PSI as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining Invesco Semiconductors ETF position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 1,095 Invesco Semiconductors ETF shares in Q2 2023, an estimated $45.1K.
  • Baker Avenue Asset Management first reported a position in Invesco Semiconductors ETF in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Invesco Semiconductors ETF position peaked at $45.1K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.