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Bright Futures Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-10,995
Closed -$625K – 202
2024
Q3 		$625K Sell
10,995
-1,076
-9% -$61.5K 0.3% 98
2024
Q2 		$607K Buy
12,071
+332
+3% +$19.1K 0.33% 91
2024
Q1 		$728K Buy
+11,739
New +$611K 0.39% 75

Other funds holding PSI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bright Futures Wealth Management's PSI Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q4 2024, closing a stake of 10,995 shares — an estimated $625K sold.

Bright Futures Wealth Management first reported a position in PSI in Q1 2024 and held it in 3 quarters. The position peaked at $728K in Q1 2024. 132 funds tracked by Wall St. Rank hold PSI as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 10,995 Invesco Semiconductors ETF shares in Q4 2024, an estimated $625K.
  • Bright Futures Wealth Management first reported a position in Invesco Semiconductors ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Invesco Semiconductors ETF position peaked at $728K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.