SeaCrest Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

SeaCrest Wealth Management’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	–	Sell	-6,314	Closed	-$397K	–	663
2024 Q2	$397K	Buy	+6,314	New	+$364K	0.05%	380
2022 Q3	–	Sell	-1,065	Closed	-$35K	–	1278
2022 Q2	$35K	Buy	+1,065	New	+$39.2K	﹤0.01%	1270
2019 Q2	–	Sell	-300	Closed	-$5K	–	1515
2019 Q1	$5K	Hold	300	–	–	﹤0.01%	1727
2018 Q4	$4K	Hold	300	–	–	﹤0.01%	1769
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	1872
2018 Q2	$5K	Hold	300	–	–	﹤0.01%	1823
2018 Q1	$5K	Hold	300	–	–	﹤0.01%	1799
2017 Q4	$5K	Buy	+300	New	+$5.2K	﹤0.01%	1811

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 $374B AUM 17.66% 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

SeaCrest Wealth Management's PSI Position: Q3 2024 in Review

SeaCrest Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q3 2024, closing a stake of 6,314 shares — an estimated $397K sold.

SeaCrest Wealth Management first reported a position in PSI in Q4 2017 and held it in 8 quarters. The position peaked at $397K in Q2 2024. 131 funds tracked by Wall St. Rank hold PSI as of Q3 2024.

SeaCrest Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q3 2024 after selling out during the quarter.
SeaCrest Wealth Management sold 6,314 Invesco Semiconductors ETF shares in Q3 2024, an estimated $397K.
SeaCrest Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2017 and held it in 8 quarters.
SeaCrest Wealth Management's Invesco Semiconductors ETF position peaked at $397K in Q2 2024.
131 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2024.

Based on SeaCrest Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.