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Castle Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

Castle 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
2022
Q3 		– Sell
-975
Closed -$32K – 717
2022
Q2 		$32K Buy
+975
New +$35.9K 0.02% 270

Other funds holding PSI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Castle Wealth Management's PSI Position: Q3 2022 in Review

Castle Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q3 2022, closing a stake of 975 shares — an estimated $32K sold.

Castle Wealth Management first reported a position in PSI in Q2 2022 and held it in 1 quarter. The position peaked at $32K in Q2 2022. 100 funds tracked by Wall St. Rank hold PSI as of Q3 2022.

  • Castle Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 975 Invesco Semiconductors ETF shares in Q3 2022, an estimated $32K.
  • Castle Wealth Management first reported a position in Invesco Semiconductors ETF in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's Invesco Semiconductors ETF position peaked at $32K in Q2 2022.
  • 100 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.