CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s AdvisorShares Psychedelics ETF PSIL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PSIL Stock Details PSIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20
Closed -$1K – 3540
2022
Q2 		$1K Hold
20
– – ﹤0.01% 4724
2022
Q1 		$1K Buy
20
+10
+100% +$456 ﹤0.01% 4732
2021
Q4 		$1K Buy
+10
New +$800 ﹤0.01% 4617

Other funds holding PSIL

IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors's PSIL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of AdvisorShares Psychedelics ETF (PSIL) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in PSIL in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 11 funds tracked by Wall St. Rank hold PSIL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining AdvisorShares Psychedelics ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 20 AdvisorShares Psychedelics ETF shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in AdvisorShares Psychedelics ETF in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's AdvisorShares Psychedelics ETF position peaked at $1K in Q2 2022.
  • 11 funds tracked by Wall St. Rank held AdvisorShares Psychedelics ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.