SIC
PSY

Salem Investment Counselors’s Defiance Next Gen Altered Experience ETF PSY Stock Holding History

Salem Investment Counselors’s Portfolio PSY Stock Details PSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-775
Closed -$15K – 1135
2021
Q3 		$15K Hold
775
– – ﹤0.01% 707
2021
Q2 		$19K Buy
+775
New +$20.4K ﹤0.01% 635

Other funds holding PSY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Salem Investment Counselors's PSY Position: Q4 2021 in Review

Salem Investment Counselors sold out of Defiance Next Gen Altered Experience ETF (PSY) in Q4 2021, closing a stake of 775 shares — an estimated $15K sold.

Salem Investment Counselors first reported a position in PSY in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 8 funds tracked by Wall St. Rank hold PSY as of Q4 2021.

  • Salem Investment Counselors reported no remaining Defiance Next Gen Altered Experience ETF position as of Q4 2021 after selling out during the quarter.
  • Salem Investment Counselors sold 775 Defiance Next Gen Altered Experience ETF shares in Q4 2021, an estimated $15K.
  • Salem Investment Counselors first reported a position in Defiance Next Gen Altered Experience ETF in Q2 2021 and held it in 2 quarters.
  • Salem Investment Counselors's Defiance Next Gen Altered Experience ETF position peaked at $19K in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Defiance Next Gen Altered Experience ETF as of Q4 2021.

Based on Salem Investment Counselors's 13F filing for Q4 2021, filed 15 Feb 2022.