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ICA Group Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

ICA Group Wealth Management’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
Q1 		– Sell
-15
Closed -$742 – 1410
2023
Q4 		$742 Buy
+15
New +$651 ﹤0.01% 1265
2023
Q3 		– Sell
-15
Closed -$684 – 959
2023
Q2 		$684 Hold
15
– – ﹤0.01% 1230
2023
Q1 		$618 Hold
15
– – ﹤0.01% 1183
2022
Q4 		$574 Buy
+15
New +$501 ﹤0.01% 1221

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ICA Group Wealth Management's PSI Position: Q1 2024 in Review

ICA Group Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q1 2024, closing a stake of 15 shares — an estimated $742 sold.

ICA Group Wealth Management first reported a position in PSI in Q4 2022 and held it in 4 quarters. The position peaked at $742 in Q4 2023. 134 funds tracked by Wall St. Rank hold PSI as of Q1 2024.

  • ICA Group Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q1 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 15 Invesco Semiconductors ETF shares in Q1 2024, an estimated $742.
  • ICA Group Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's Invesco Semiconductors ETF position peaked at $742 in Q4 2023.
  • 134 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.