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BDO Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

BDO Wealth Advisors’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
2021
Q1 		– Sell
-6,318
Closed -$221K – 1244
2020
Q4 		$221K Sell
6,318
-495
-7% -$15.2K 0.03% 225
2020
Q3 		$176K Hold
6,813
– – 0.03% 231
2020
Q2 		$166K Hold
6,813
– – 0.03% 233
2020
Q1 		$123K Hold
6,813
– – 0.02% 250
2019
Q4 		$153K Hold
6,813
– – 0.04% 216
2019
Q3 		$131K Sell
6,813
-1,530
-18% -$29.1K 0.03% 235
2019
Q2 		$151K Buy
+8,343
New +$150K 0.04% 214

Other funds holding PSI

KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BDO Wealth Advisors's PSI Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Invesco Semiconductors ETF (PSI) in Q1 2021, closing a stake of 6,318 shares — an estimated $221K sold.

BDO Wealth Advisors first reported a position in PSI in Q2 2019 and held it in 7 quarters. The position peaked at $221K in Q4 2020. 96 funds tracked by Wall St. Rank hold PSI as of Q1 2021.

  • BDO Wealth Advisors reported no remaining Invesco Semiconductors ETF position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 6,318 Invesco Semiconductors ETF shares in Q1 2021, an estimated $221K.
  • BDO Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q2 2019 and held it in 7 quarters.
  • BDO Wealth Advisors's Invesco Semiconductors ETF position peaked at $221K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.