FDx Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

FDx Advisors’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
2023 Q4	–	Sell	-6,876	Closed	-$294K	–	706
2023 Q3	$294K	Hold	6,876	–	–	0.02%	476
2023 Q2	$314K	Hold	6,876	–	–	0.02%	575
2023 Q1	$229K	Hold	6,876	–	–	0.01%	666
2022 Q4	$229K	Hold	6,876	–	–	0.01%	666
2022 Q3	$206K	Buy	+6,876	New	+$238K	0.01%	683

Other funds holding PSI

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FDx Advisors's PSI Position: Q4 2023 in Review

FDx Advisors sold out of Invesco Semiconductors ETF (PSI) in Q4 2023, closing a stake of 6,876 shares — an estimated $294K sold.

FDx Advisors first reported a position in PSI in Q3 2022 and held it in 5 quarters. The position peaked at $314K in Q2 2023. 125 funds tracked by Wall St. Rank hold PSI as of Q4 2023.

FDx Advisors reported no remaining Invesco Semiconductors ETF position as of Q4 2023 after selling out during the quarter.
FDx Advisors sold 6,876 Invesco Semiconductors ETF shares in Q4 2023, an estimated $294K.
FDx Advisors first reported a position in Invesco Semiconductors ETF in Q3 2022 and held it in 5 quarters.
FDx Advisors's Invesco Semiconductors ETF position peaked at $314K in Q2 2023.
125 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2023.

Based on FDx Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.