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IFG Advisory’s Invesco Semiconductors ETF PSI Stock Holding History

IFG Advisory’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
Q3 		– Sell
-4,356
Closed -$274K – 556
2024
Q2 		$274K Buy
+4,356
New +$251K 0.02% 529
2024
Q1 		– Sell
-4,144
Closed -$205K – 522
2023
Q4 		$205K Buy
+4,144
New +$180K 0.02% 553
2022
Q2 		– Sell
-7,188
Closed -$310K – 518
2022
Q1 		$310K Buy
7,188
+1,275
+22% +$56K 0.03% 390
2021
Q4 		$302K Buy
+5,913
New +$280K 0.03% 401

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFG Advisory's PSI Position: Q3 2024 in Review

IFG Advisory sold out of Invesco Semiconductors ETF (PSI) in Q3 2024, closing a stake of 4,356 shares — an estimated $274K sold.

IFG Advisory first reported a position in PSI in Q4 2021 and held it in 4 quarters. The position peaked at $310K in Q1 2022. 131 funds tracked by Wall St. Rank hold PSI as of Q3 2024.

  • IFG Advisory reported no remaining Invesco Semiconductors ETF position as of Q3 2024 after selling out during the quarter.
  • IFG Advisory sold 4,356 Invesco Semiconductors ETF shares in Q3 2024, an estimated $274K.
  • IFG Advisory first reported a position in Invesco Semiconductors ETF in Q4 2021 and held it in 4 quarters.
  • IFG Advisory's Invesco Semiconductors ETF position peaked at $310K in Q1 2022.
  • 131 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2024.

Based on IFG Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.