Realta Investment Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Realta Investment 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
2023 Q4	–	Sell	-500	Closed	-$68.4K	–	697
2023 Q3	$68.4K	Sell	500 -1,000	-67%	-$44.9K	0.02%	504
2023 Q2	$68.4K	Buy	+1,500	New	+$60.6K	0.01%	531
2023 Q1	–	Sell	-1,551	Closed	-$51.8K	–	714
2022 Q4	$51.8K	Buy	1,551 +24	+2%	+$802	0.01%	549
2022 Q3	$46K	Buy	+1,527	New	+$52.9K	0.01%	539
2020 Q1	–	Sell	-909	Closed	-$19K	–	1119
2019 Q4	$19K	Hold	909	–	–	0.01%	948
2019 Q3	$18K	Hold	909	–	–	﹤0.01%	954
2019 Q2	$16K	Buy	+909	New	+$16.3K	﹤0.01%	1015

Other funds holding PSI

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Realta Investment Advisors's PSI Position: Q4 2023 in Review

Realta Investment Advisors sold out of Invesco Semiconductors ETF (PSI) in Q4 2023, closing a stake of 500 shares — an estimated $68.4K sold.

Realta Investment Advisors first reported a position in PSI in Q2 2019 and held it in 7 quarters. The position peaked at $68.4K in Q3 2023. 125 funds tracked by Wall St. Rank hold PSI as of Q4 2023.

Realta Investment Advisors reported no remaining Invesco Semiconductors ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 500 Invesco Semiconductors ETF shares in Q4 2023, an estimated $68.4K.
Realta Investment Advisors first reported a position in Invesco Semiconductors ETF in Q2 2019 and held it in 7 quarters.
Realta Investment Advisors's Invesco Semiconductors ETF position peaked at $68.4K in Q3 2023.
125 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.