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MFA Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

MFA Wealth Advisors’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
Q4 		– Sell
-67
Closed -$3.85K – 312
2024
Q3 		$3.85K Sell
67
-434
-87% -$24.8K ﹤0.01% 405
2024
Q2 		$31.5K Buy
+501
New +$28.9K 0.01% 223

Other funds holding PSI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFA Wealth Advisors's PSI Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Invesco Semiconductors ETF (PSI) in Q4 2024, closing a stake of 67 shares — an estimated $3.85K sold.

MFA Wealth Advisors first reported a position in PSI in Q2 2024 and held it in 2 quarters. The position peaked at $31.5K in Q2 2024. 132 funds tracked by Wall St. Rank hold PSI as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Invesco Semiconductors ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 67 Invesco Semiconductors ETF shares in Q4 2024, an estimated $3.85K.
  • MFA Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's Invesco Semiconductors ETF position peaked at $31.5K in Q2 2024.
  • 132 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.