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Brendel Financial Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Brendel Financial 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
2019
Q2 		– Sell
-163,122
Closed -$2.88M – 86
2019
Q1 		$2.88M Buy
163,122
+23,478
+17% +$395K 2.59% 8
2018
Q4 		$2.06M Buy
+139,644
New +$2.19M 2.37% 10

Other funds holding PSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brendel Financial Advisors's PSI Position: Q2 2019 in Review

Brendel Financial Advisors sold out of Invesco Semiconductors ETF (PSI) in Q2 2019, closing a stake of 163,122 shares — an estimated $2.88M sold.

Brendel Financial Advisors first reported a position in PSI in Q4 2018 and held it in 2 quarters. The position peaked at $2.88M in Q1 2019. 47 funds tracked by Wall St. Rank hold PSI as of Q2 2019.

  • Brendel Financial Advisors reported no remaining Invesco Semiconductors ETF position as of Q2 2019 after selling out during the quarter.
  • Brendel Financial Advisors sold 163,122 Invesco Semiconductors ETF shares in Q2 2019, an estimated $2.88M.
  • Brendel Financial Advisors first reported a position in Invesco Semiconductors ETF in Q4 2018 and held it in 2 quarters.
  • Brendel Financial Advisors's Invesco Semiconductors ETF position peaked at $2.88M in Q1 2019.
  • 47 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2019.

Based on Brendel Financial Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.