Professional Planning’s Invesco Semiconductors ETF PSI Stock Holding History

Professional Planning’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 Q3	$1.06M	Buy	24,864 +5,439	+28%	+$232K	0.5%	38
2021 Q2	$831K	Buy	19,425 +4,470	+30%	+$182K	0.38%	51
2021 Q1	$600K	Buy	14,955 +2,757	+23%	+$107K	0.29%	58
2020 Q4	$427K	Buy	+12,198	New	+$375K	0.17%	80
2020 Q3	–	Sell	-11,760	Closed	-$286K	–	85
2020 Q2	$286K	Buy	+11,760	New	+$257K	0.15%	87
2018 Q4	–	Sell	-30,312	Closed	-$537K	–	32
2018 Q3	$537K	Sell	30,312 -1,959	-6%	-$35.5K	0.75%	23
2018 Q2	$561K	Sell	32,271 -717	-2%	-$12.7K	0.89%	24
2018 Q1	$581K	Buy	32,988 +246	+0.8%	+$4.38K	0.99%	22
2017 Q4	$551K	Buy	+32,742	New	+$567K	1.01%	21

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

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

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Professional Planning's PSI Position: Q3 2021 in Review

Professional Planning increased its Invesco Semiconductors ETF (PSI) stake by 28% in Q3 2021, buying an estimated $232K and bringing the position to 24,864 shares worth $1.06M. The position accounts for 0.5% of the portfolio, ranked #38.

Professional Planning first reported a position in PSI in Q4 2017 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold PSI as of Q3 2021.

Professional Planning held 24,864 shares of Invesco Semiconductors ETF worth $1.06M as of Q3 2021.
Professional Planning bought 5,439 Invesco Semiconductors ETF shares in Q3 2021, an estimated $232K.
Invesco Semiconductors ETF made up 0.5% of Professional Planning's portfolio in Q3 2021, its #38 holding.
Professional Planning first reported a position in Invesco Semiconductors ETF in Q4 2017 and has held it in 9 quarters since.
102 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.