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IBEX Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

IBEX Wealth Advisors’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
2022
Q4 		– Sell
-7,434
Closed -$223K – 182
2022
Q3 		$223K Sell
7,434
-984
-12% -$34.1K 0.06% 134
2022
Q2 		$274K Buy
8,418
+3
+0% +$110 0.06% 133
2022
Q1 		$364K Buy
8,415
+1,155
+16% +$50.8K 0.07% 130
2021
Q4 		$372K Buy
7,260
+1,038
+17% +$49.2K 0.07% 142
2021
Q3 		$265K Buy
+6,222
New +$265K 0.05% 151

Other funds holding PSI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IBEX Wealth Advisors's PSI Position: Q4 2022 in Review

IBEX Wealth Advisors sold out of Invesco Semiconductors ETF (PSI) in Q4 2022, closing a stake of 7,434 shares — an estimated $223K sold.

IBEX Wealth Advisors first reported a position in PSI in Q3 2021 and held it in 5 quarters. The position peaked at $372K in Q4 2021. 101 funds tracked by Wall St. Rank hold PSI as of Q4 2022.

  • IBEX Wealth Advisors reported no remaining Invesco Semiconductors ETF position as of Q4 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 7,434 Invesco Semiconductors ETF shares in Q4 2022, an estimated $223K.
  • IBEX Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q3 2021 and held it in 5 quarters.
  • IBEX Wealth Advisors's Invesco Semiconductors ETF position peaked at $372K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2022.

Based on IBEX Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.