Carroll Financial Associates’s Invesco Semiconductors ETF PSI Stock Holding History

Carroll Financial Associates’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
2021 Q4	$3K	Buy	+75	New	+$3.56K	﹤0.01%	1452

Other funds holding PSI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Carroll Financial Associates's PSI Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Invesco Semiconductors ETF (PSI) in Q4 2021: 75 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings.

125 funds tracked by Wall St. Rank hold PSI as of Q4 2021.

Carroll Financial Associates held 75 shares of Invesco Semiconductors ETF worth $3K as of Q4 2021.
Invesco Semiconductors ETF was a new Carroll Financial Associates position in Q4 2021.
Invesco Semiconductors ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1452 holding.
125 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.