Graves Light Lenhart Wealth
PSIL icon

Graves Light Lenhart Wealth’s AdvisorShares Psychedelics ETF PSIL Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-10
Closed – – 483
2022
Q2 		$0 Hold
10
– – ﹤0.01% 679
2022
Q1 		$0 Buy
+10
New +$456 ﹤0.01% 732

Other funds holding PSIL

Intercontinental Wealth Advisors
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Gofen & Glossberg
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Glassman Wealth Services
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Graves Light Lenhart Wealth's PSIL Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of AdvisorShares Psychedelics ETF (PSIL) in Q3 2022, closing a stake of 10 shares.

Graves Light Lenhart Wealth first reported a position in PSIL in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 11 funds tracked by Wall St. Rank hold PSIL as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining AdvisorShares Psychedelics ETF position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 10 AdvisorShares Psychedelics ETF shares in Q3 2022.
  • Graves Light Lenhart Wealth first reported a position in AdvisorShares Psychedelics ETF in Q1 2022 and held it in 2 quarters.
  • Graves Light Lenhart Wealth's AdvisorShares Psychedelics ETF position peaked at $0 in Q2 2022.
  • 11 funds tracked by Wall St. Rank held AdvisorShares Psychedelics ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.