Buckingham Strategic Wealth’s Invesco Semiconductors ETF PSI Stock Holding History

Buckingham Strategic Wealth’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 Q2	$330K	Hold	5,250	–	–	﹤0.01%	575
2024 Q1	$296K	Hold	5,250	–	–	﹤0.01%	593
2023 Q4	$260K	Hold	5,250	–	–	﹤0.01%	608
2023 Q3	$225K	Hold	5,250	–	–	﹤0.01%	608
2023 Q2	$239K	Buy	+5,250	New	+$212K	﹤0.01%	583
2022 Q2	–	Sell	-5,250	Closed	-$227K	–	642
2022 Q1	$227K	Hold	5,250	–	–	﹤0.01%	536
2021 Q4	$269K	Sell	5,250 -2,250	-30%	-$107K	0.01%	500
2021 Q3	$319K	Hold	7,500	–	–	0.01%	455
2021 Q2	$321K	Hold	7,500	–	–	0.01%	452
2021 Q1	$301K	Hold	7,500	–	–	0.01%	436
2020 Q4	$262K	Sell	7,500 -1,500	-17%	-$46.1K	0.01%	446
2020 Q3	$232K	Sell	9,000 -3,600	-29%	-$93.5K	0.02%	427
2020 Q2	$307K	Hold	12,600	–	–	0.03%	308
2020 Q1	$228K	Hold	12,600	–	–	0.02%	401
2019 Q4	$282K	Hold	12,600	–	–	0.03%	372
2019 Q3	$243K	Hold	12,600	–	–	0.03%	365
2019 Q2	$228K	Hold	12,600	–	–	0.02%	393
2019 Q1	$223K	Buy	+12,600	New	+$212K	0.03%	369

Other funds holding PSI

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Buckingham Strategic Wealth's PSI Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Invesco Semiconductors ETF (PSI) position steady in Q2 2024 at 5,250 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Buckingham Strategic Wealth first reported a position in PSI in Q1 2019 and has held it in 18 quarters since. 143 funds tracked by Wall St. Rank hold PSI as of Q2 2024.

Buckingham Strategic Wealth held 5,250 shares of Invesco Semiconductors ETF worth $330K as of Q2 2024.
Buckingham Strategic Wealth left its Invesco Semiconductors ETF share count unchanged in Q2 2024.
Invesco Semiconductors ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #575 holding.
Buckingham Strategic Wealth first reported a position in Invesco Semiconductors ETF in Q1 2019 and has held it in 18 quarters since.
143 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.