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Montag & Associates’s Invesco Semiconductors ETF PSI Stock Holding History

Montag & Associates’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
2021
Q4 		– Sell
-18
Closed -$1K – 899
2021
Q3 		$1K Hold
18
– – ﹤0.01% 846
2021
Q2 		$1K Hold
18
– – ﹤0.01% 837
2021
Q1 		$1K Buy
+18
New +$701 ﹤0.01% 835

Other funds holding PSI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Montag & Associates's PSI Position: Q4 2021 in Review

Montag & Associates sold out of Invesco Semiconductors ETF (PSI) in Q4 2021, closing a stake of 18 shares — an estimated $1K sold.

Montag & Associates first reported a position in PSI in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 125 funds tracked by Wall St. Rank hold PSI as of Q4 2021.

  • Montag & Associates reported no remaining Invesco Semiconductors ETF position as of Q4 2021 after selling out during the quarter.
  • Montag & Associates sold 18 Invesco Semiconductors ETF shares in Q4 2021, an estimated $1K.
  • Montag & Associates first reported a position in Invesco Semiconductors ETF in Q1 2021 and held it in 3 quarters.
  • Montag & Associates's Invesco Semiconductors ETF position peaked at $1K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2021.

Based on Montag & Associates's 13F filing for Q4 2021, filed 9 Feb 2022.