Intercontinental Wealth Advisors’s AdvisorShares Psychedelics ETF PSIL Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	$253K	Hold	13,608	–	–	0.06%	282
2023 Q1	$254K	Hold	13,608	–	–	0.07%	276
2022 Q4	$253K	Sell	13,608 -420	-3%	-$9.88K	0.08%	247
2022 Q3	$396K	Hold	14,028	–	–	0.12%	188
2022 Q2	$372K	Buy	14,028 +312	+2%	+$9.53K	0.1%	196
2022 Q1	$547K	Buy	13,716 +4,116	+43%	+$188K	0.12%	171
2021 Q4	$556K	Buy	+9,600	New	+$768K	0.12%	167

Other funds holding PSIL

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Intercontinental Wealth Advisors's PSIL Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its AdvisorShares Psychedelics ETF (PSIL) position steady in Q2 2023 at 13,608 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #282.

Intercontinental Wealth Advisors first reported a position in PSIL in Q4 2021 and has held it in 7 quarters since. The position peaked at $556K in Q4 2021. 13 funds tracked by Wall St. Rank hold PSIL as of Q2 2023.

Intercontinental Wealth Advisors held 13,608 shares of AdvisorShares Psychedelics ETF worth $253K as of Q2 2023.
Intercontinental Wealth Advisors left its AdvisorShares Psychedelics ETF share count unchanged in Q2 2023.
AdvisorShares Psychedelics ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #282 holding.
Intercontinental Wealth Advisors first reported a position in AdvisorShares Psychedelics ETF in Q4 2021 and has held it in 7 quarters since.
Intercontinental Wealth Advisors's AdvisorShares Psychedelics ETF position peaked at $556K in Q4 2021.
13 funds tracked by Wall St. Rank held AdvisorShares Psychedelics ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.