Planning Capital Management Corporation’s Invesco Semiconductors ETF PSI Stock Holding History

Planning Capital Management Corporation’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 Q3	$58	Buy	+1	New	+$57	﹤0.01%	737

Other funds holding PSI

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

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

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Planning Capital Management Corporation's PSI Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Invesco Semiconductors ETF (PSI) in Q3 2024: 1 share worth $58. The stake represents ﹤0.01% of the portfolio and ranks #737 among its holdings.

131 funds tracked by Wall St. Rank hold PSI as of Q3 2024.

Planning Capital Management Corporation held 1 share of Invesco Semiconductors ETF worth $58 as of Q3 2024.
Invesco Semiconductors ETF was a new Planning Capital Management Corporation position in Q3 2024.
Invesco Semiconductors ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #737 holding.
131 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.