Glassman Wealth Services’s AdvisorShares Psychedelics ETF PSIL Stock Holding History

Glassman Wealth Services’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
2024 Q2	–	Sell	-450	Closed	-$6.71K	–	212
2024 Q1	$6.71K	Hold	450	–	–	﹤0.01%	172
2023 Q4	$6.25K	Hold	450	–	–	﹤0.01%	1014
2023 Q3	$7.25K	Buy	450 +100	+29%	+$1.82K	﹤0.01%	951
2023 Q2	$6.5K	Hold	350	–	–	﹤0.01%	929
2023 Q1	$6.54K	Hold	350	–	–	﹤0.01%	925
2022 Q4	$6.51K	Hold	350	–	–	﹤0.01%	955
2022 Q3	$10K	Hold	350	–	–	﹤0.01%	798
2022 Q2	$9K	Buy	+350	New	+$10.7K	﹤0.01%	848
2022 Q1	–	Sell	-250	Closed	-$14K	–	1885
2021 Q4	$14K	Buy	+250	New	+$20K	﹤0.01%	708

Other funds holding PSIL

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

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

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

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Glassman Wealth Services's PSIL Position: Q2 2024 in Review

Glassman Wealth Services sold out of AdvisorShares Psychedelics ETF (PSIL) in Q2 2024, closing a stake of 450 shares — an estimated $6.71K sold.

Glassman Wealth Services first reported a position in PSIL in Q4 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 15 funds tracked by Wall St. Rank hold PSIL as of Q2 2024.

Glassman Wealth Services reported no remaining AdvisorShares Psychedelics ETF position as of Q2 2024 after selling out during the quarter.
Glassman Wealth Services sold 450 AdvisorShares Psychedelics ETF shares in Q2 2024, an estimated $6.71K.
Glassman Wealth Services first reported a position in AdvisorShares Psychedelics ETF in Q4 2021 and held it in 9 quarters.
Glassman Wealth Services's AdvisorShares Psychedelics ETF position peaked at $14K in Q4 2021.
15 funds tracked by Wall St. Rank held AdvisorShares Psychedelics ETF as of Q2 2024.

Based on Glassman Wealth Services's 13F filing for Q2 2024, filed 6 Aug 2024.