Gofen & Glossberg’s AdvisorShares Psychedelics ETF PSIL Stock Holding History

Gofen & Glossberg’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
2022 Q4	$37K	Buy	2,000 +300	+18%	+$7.06K	﹤0.01%	557
2022 Q3	$48K	Buy	1,700 +500	+42%	+$15.9K	﹤0.01%	533
2022 Q2	$32K	Hold	1,200	–	–	﹤0.01%	549
2022 Q1	$48K	Hold	1,200	–	–	﹤0.01%	592
2021 Q4	$69K	Buy	+1,200	New	+$96K	﹤0.01%	595

Other funds holding PSIL

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

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

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

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

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

FIA

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Gofen & Glossberg's PSIL Position: Q4 2022 in Review

Gofen & Glossberg increased its AdvisorShares Psychedelics ETF (PSIL) stake by 18% in Q4 2022, buying an estimated $7.06K and bringing the position to 2,000 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Gofen & Glossberg first reported a position in PSIL in Q4 2021 and has held it in 5 quarters since. The position peaked at $69K in Q4 2021. 14 funds tracked by Wall St. Rank hold PSIL as of Q4 2022.

Gofen & Glossberg held 2,000 shares of AdvisorShares Psychedelics ETF worth $37K as of Q4 2022.
Gofen & Glossberg bought 300 AdvisorShares Psychedelics ETF shares in Q4 2022, an estimated $7.06K.
AdvisorShares Psychedelics ETF made up ﹤0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #557 holding.
Gofen & Glossberg first reported a position in AdvisorShares Psychedelics ETF in Q4 2021 and has held it in 5 quarters since.
Gofen & Glossberg's AdvisorShares Psychedelics ETF position peaked at $69K in Q4 2021.
14 funds tracked by Wall St. Rank held AdvisorShares Psychedelics ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.