Planning Strategies
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Planning Strategies’s AdvisorShares Psychedelics ETF PSIL Stock Holding History

Planning Strategies’s Portfolio PSIL Stock Details PSIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.5K Hold
600
– – 0.01% 297
2026
Q2 		$14.4K Buy
+600
New +$12K 0.01% 280

Other funds holding PSIL

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return
Vigilare Wealth Management
Vigilare Wealth Management Scottsdale, Arizona $327M AUM 12.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Hollencrest Capital Management
Hollencrest Capital Management Newport Beach, California $1.56B AUM 20.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Planning Strategies's PSIL Position: Q3 2026 in Review

Planning Strategies held its AdvisorShares Psychedelics ETF (PSIL) position steady in Q3 2026 at 600 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #297.

Planning Strategies first reported a position in PSIL in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.4K in Q2 2026. 15 funds tracked by Wall St. Rank hold PSIL as of Q3 2026.

  • Planning Strategies held 600 shares of AdvisorShares Psychedelics ETF worth $13.5K as of Q3 2026.
  • Planning Strategies left its AdvisorShares Psychedelics ETF share count unchanged in Q3 2026.
  • AdvisorShares Psychedelics ETF made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #297 holding.
  • Planning Strategies first reported a position in AdvisorShares Psychedelics ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's AdvisorShares Psychedelics ETF position peaked at $14.4K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held AdvisorShares Psychedelics ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.