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Laurel Wealth Advisors (California)’s Invesco Semiconductors ETF PSI Stock Holding History

Laurel Wealth Advisors (California)’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 		$555K Buy
16,626
+690
+4% +$23.1K 0.05% 338
2022
Q3 		$478K Hold
15,936
– – 0.05% 353
2022
Q2 		$518K Hold
15,936
– – 0.05% 347
2022
Q1 		$689K Buy
15,936
+4,419
+38% +$194K 0.06% 330
2021
Q4 		$589K Buy
+11,517
New +$546K 0.05% 394

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

Laurel Wealth Advisors (California)'s PSI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Invesco Semiconductors ETF (PSI) stake by 4.3% in Q4 2022, buying an estimated $23.1K and bringing the position to 16,626 shares worth $555K. The position accounts for 0.05% of the portfolio, ranked #338.

Laurel Wealth Advisors (California) first reported a position in PSI in Q4 2021 and has held it in 5 quarters since. The position peaked at $689K in Q1 2022. 101 funds tracked by Wall St. Rank hold PSI as of Q4 2022.

  • Laurel Wealth Advisors (California) held 16,626 shares of Invesco Semiconductors ETF worth $555K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 690 Invesco Semiconductors ETF shares in Q4 2022, an estimated $23.1K.
  • Invesco Semiconductors ETF made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #338 holding.
  • Laurel Wealth Advisors (California) first reported a position in Invesco Semiconductors ETF in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Invesco Semiconductors ETF position peaked at $689K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.