Financial Architects (New Jersey)’s Invesco Semiconductors ETF PSI Stock Holding History

Financial Architects (New Jersey)’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
2018 Q4	–	Sell	-5,901	Closed	-$104K	–	1461
2018 Q3	$104K	Sell	5,901 -45	-0.8%	-$815	0.02%	462
2018 Q2	$103K	Hold	5,946	–	–	0.02%	400
2018 Q1	$105K	Hold	5,946	–	–	0.02%	445
2017 Q4	$100K	Buy	+5,946	New	+$103K	0.02%	491

Other funds holding PSI

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFA

Brendel Financial Advisors Hanover, New Hampshire $202M AUM 37.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Financial Architects (New Jersey)'s PSI Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of Invesco Semiconductors ETF (PSI) in Q4 2018, closing a stake of 5,901 shares — an estimated $104K sold.

Financial Architects (New Jersey) first reported a position in PSI in Q4 2017 and held it in 4 quarters. The position peaked at $105K in Q1 2018. 45 funds tracked by Wall St. Rank hold PSI as of Q4 2018.

Financial Architects (New Jersey) reported no remaining Invesco Semiconductors ETF position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 5,901 Invesco Semiconductors ETF shares in Q4 2018, an estimated $104K.
Financial Architects (New Jersey) first reported a position in Invesco Semiconductors ETF in Q4 2017 and held it in 4 quarters.
Financial Architects (New Jersey)'s Invesco Semiconductors ETF position peaked at $105K in Q1 2018.
45 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.