Snowden Capital Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Snowden Capital 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
2024 Q3	–	Sell	-3,900	Closed	-$245K	–	1253
2024 Q2	$245K	Hold	3,900	–	–	0.01%	1053
2024 Q1	$220K	Buy	+3,900	New	+$203K	0.01%	1099
2023 Q3	–	Sell	-6,450	Closed	-$294K	–	1162
2023 Q2	$294K	Hold	6,450	–	–	0.01%	961
2023 Q1	$266K	Buy	6,450 +150	+2%	+$5.8K	0.01%	981
2022 Q4	$210K	Sell	6,300 -600	-9%	-$20.1K	0.01%	1051
2022 Q3	$206K	Hold	6,900	–	–	0.01%	1025
2022 Q2	$224K	Buy	6,900 +150	+2%	+$5.52K	0.01%	999
2022 Q1	$291K	Buy	6,750 +5,850	+650%	+$257K	0.01%	836
2021 Q4	$46K	Buy	+900	New	+$42.7K	﹤0.01%	1063

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

Snowden Capital Advisors's PSI Position: Q3 2024 in Review

Snowden Capital Advisors sold out of Invesco Semiconductors ETF (PSI) in Q3 2024, closing a stake of 3,900 shares — an estimated $245K sold.

Snowden Capital Advisors first reported a position in PSI in Q4 2021 and held it in 9 quarters. The position peaked at $294K in Q2 2023. 131 funds tracked by Wall St. Rank hold PSI as of Q3 2024.

Snowden Capital Advisors reported no remaining Invesco Semiconductors ETF position as of Q3 2024 after selling out during the quarter.
Snowden Capital Advisors sold 3,900 Invesco Semiconductors ETF shares in Q3 2024, an estimated $245K.
Snowden Capital Advisors first reported a position in Invesco Semiconductors ETF in Q4 2021 and held it in 9 quarters.
Snowden Capital Advisors's Invesco Semiconductors ETF position peaked at $294K in Q2 2023.
131 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2024.

Based on Snowden Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.