Madrona Financial Services’s Invesco Semiconductors ETF PSI Stock Holding History

Madrona Financial Services’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	-126,000	Closed	-$3.78M	–	85
2022 Q3	$3.78M	Buy	126,000 +2,934	+2%	+$102K	2.33%	16
2022 Q2	$4M	Buy	123,066 +3,756	+3%	+$138K	2.34%	15
2022 Q1	$4.71M	Buy	119,310 +22,425	+23%	+$986K	2.31%	16
2021 Q4	$4.96M	Buy	96,885 +1,497	+2%	+$71K	2.1%	14
2021 Q3	$4.06M	Buy	95,388 +2,937	+3%	+$125K	1.92%	16
2021 Q2	$3.96M	Buy	92,451 +1,227	+1%	+$50K	2.03%	15
2021 Q1	$3.66M	Buy	91,224 +5,001	+6%	+$195K	1.88%	17
2020 Q4	$3.02M	Buy	+86,223	New	+$2.65M	1.68%	17

Other funds holding PSI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madrona Financial Services's PSI Position: Q4 2022 in Review

Madrona Financial Services sold out of Invesco Semiconductors ETF (PSI) in Q4 2022, closing a stake of 126,000 shares — an estimated $3.78M sold.

Madrona Financial Services first reported a position in PSI in Q4 2020 and held it in 8 quarters. The position peaked at $4.96M in Q4 2021. 101 funds tracked by Wall St. Rank hold PSI as of Q4 2022.

Madrona Financial Services reported no remaining Invesco Semiconductors ETF position as of Q4 2022 after selling out during the quarter.
Madrona Financial Services sold 126,000 Invesco Semiconductors ETF shares in Q4 2022, an estimated $3.78M.
Madrona Financial Services first reported a position in Invesco Semiconductors ETF in Q4 2020 and held it in 8 quarters.
Madrona Financial Services's Invesco Semiconductors ETF position peaked at $4.96M in Q4 2021.
101 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2022.

Based on Madrona Financial Services's 13F filing for Q4 2022, filed 18 Jan 2023.