Glassman Wealth Services
PSIL icon

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 -$6.7K – 212
2024
Q1 		$6.7K Hold
450
– – ﹤0.01% 172
2023
Q4 		$6.26K Hold
450
– – ﹤0.01% 1014
2023
Q3 		$7.24K 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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $6.7K 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 $6.7K.
  • 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.