Householder Group Estate & Retirement Specialist’s Invesco Semiconductors ETF PSI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$138K	Sell	2,394 -2,154	-47%	-$123K	0.1%	128
2024 Q3	$261K	Sell	4,548 -2,074	-31%	-$119K	0.08%	207
2024 Q2	$415K	Buy	6,622 +4,969	+301%	+$287K	0.12%	151
2024 Q1	$93.3K	Sell	1,653 -8,355	-83%	-$435K	0.03%	355
2023 Q4	$495K	Buy	10,008 +7,928	+381%	+$344K	0.16%	121
2023 Q3	$89.1K	Buy	+2,080	New	+$93.3K	0.03%	342
2023 Q1	$10K	Buy	+249	New	+$9.63K	﹤0.01%	812
2022 Q4	–	Sell	-246	Closed	-$7K	–	897
2022 Q3	$7K	Buy	+246	New	+$8.53K	﹤0.01%	813

Other funds holding PSI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PSI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco Semiconductors ETF (PSI) stake by 47% in Q4 2024, selling an estimated $123K and leaving 2,394 shares worth $138K. The position accounts for 0.1% of the portfolio, ranked #128.

Householder Group Estate & Retirement Specialist first reported a position in PSI in Q3 2022 and has held it in 8 quarters since. The position peaked at $495K in Q4 2023. 132 funds tracked by Wall St. Rank hold PSI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,394 shares of Invesco Semiconductors ETF worth $138K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 2,154 Invesco Semiconductors ETF shares in Q4 2024, an estimated $123K.
Invesco Semiconductors ETF made up 0.1% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #128 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Semiconductors ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Invesco Semiconductors ETF position peaked at $495K in Q4 2023.
132 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.