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Steward Financial Group’s Invesco Semiconductors ETF PSI Stock Holding History

Steward Financial Group’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
Q1 		– Sell
-126
Closed -$4K – 872
2022
Q4 		$4K Buy
+126
New +$4.21K ﹤0.01% 229

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Steward Financial Group's PSI Position: Q1 2023 in Review

Steward Financial Group sold out of Invesco Semiconductors ETF (PSI) in Q1 2023, closing a stake of 126 shares — an estimated $4K sold.

Steward Financial Group first reported a position in PSI in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 101 funds tracked by Wall St. Rank hold PSI as of Q1 2023.

  • Steward Financial Group reported no remaining Invesco Semiconductors ETF position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 126 Invesco Semiconductors ETF shares in Q1 2023, an estimated $4K.
  • Steward Financial Group first reported a position in Invesco Semiconductors ETF in Q4 2022 and held it in 1 quarter.
  • Steward Financial Group's Invesco Semiconductors ETF position peaked at $4K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.