Patriot Financial Group Insurance Agency’s Invesco Semiconductors ETF PSI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-204	Closed	-$7K	–	1553
2022 Q2	$7K	Hold	204	–	–	﹤0.01%	1382
2022 Q1	$9K	Hold	204	–	–	﹤0.01%	1408
2021 Q4	$10K	Hold	204	–	–	﹤0.01%	1496
2021 Q3	$9K	Hold	204	–	–	﹤0.01%	1522
2021 Q2	$9K	Hold	204	–	–	﹤0.01%	1488
2021 Q1	$8K	Buy	+204	New	+$7.95K	﹤0.01%	1433

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

Morgan Stanley New York $1.66T AUM 25.57% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's PSI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Semiconductors ETF (PSI) in Q3 2022, closing a stake of 204 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in PSI in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q4 2021. 100 funds tracked by Wall St. Rank hold PSI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco Semiconductors ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 204 Invesco Semiconductors ETF shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Invesco Semiconductors ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Invesco Semiconductors ETF position peaked at $10K in Q4 2021.
100 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.