NFA
PSI icon

Northwest Financial Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Northwest Financial 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
-12
Closed -$699 – 421
2024
Q3 		$699 Buy
+12
New +$686 ﹤0.01% 524
2024
Q1 		– Sell
-12
Closed -$601 – 403
2023
Q4 		$601 Buy
+12
New +$521 ﹤0.01% 529

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

Northwest Financial Advisors's PSI Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco Semiconductors ETF (PSI) in Q4 2024, closing a stake of 12 shares — an estimated $699 sold.

Northwest Financial Advisors first reported a position in PSI in Q4 2023 and held it in 2 quarters. The position peaked at $699 in Q3 2024. 132 funds tracked by Wall St. Rank hold PSI as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco Semiconductors ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 12 Invesco Semiconductors ETF shares in Q4 2024, an estimated $699.
  • Northwest Financial Advisors first reported a position in Invesco Semiconductors ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco Semiconductors ETF position peaked at $699 in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.