Blue Bell Private Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

Blue Bell Private 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	-270	Closed	-$11.6K	–	731
2023 Q3	$11.6K	Hold	270	–	–	﹤0.01%	409
2023 Q2	$12.3K	Hold	270	–	–	﹤0.01%	393
2023 Q1	$11.1K	Sell	270 -120	-31%	-$4.64K	﹤0.01%	364
2022 Q4	$13K	Hold	390	–	–	﹤0.01%	348
2022 Q3	$12K	Hold	390	–	–	﹤0.01%	354
2022 Q2	$13K	Buy	390 +30	+8%	+$1.1K	﹤0.01%	360
2022 Q1	$16K	Hold	360	–	–	﹤0.01%	350
2021 Q4	$18K	Buy	+360	New	+$17.1K	﹤0.01%	318

Other funds holding PSI

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Blue Bell Private Wealth Management's PSI Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q4 2023, closing a stake of 270 shares — an estimated $11.6K sold.

Blue Bell Private Wealth Management first reported a position in PSI in Q4 2021 and held it in 8 quarters. The position peaked at $18K in Q4 2021. 125 funds tracked by Wall St. Rank hold PSI as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 270 Invesco Semiconductors ETF shares in Q4 2023, an estimated $11.6K.
Blue Bell Private Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2021 and held it in 8 quarters.
Blue Bell Private Wealth Management's Invesco Semiconductors ETF position peaked at $18K in Q4 2021.
125 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.