Stonebridge Financial Planning Group’s Invesco Semiconductors ETF PSI Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-2,850	Closed	-$117K	–	301
2021 Q4	$117K	Hold	2,850	–	–	0.06%	149
2021 Q3	$135K	Buy	2,850 +600	+27%	+$25.6K	0.07%	145
2021 Q2	$94K	Sell	2,250 -300	-12%	-$12.2K	0.05%	167
2021 Q1	$107K	Sell	2,550 -150	-6%	-$5.84K	0.06%	153
2020 Q4	$94K	Hold	2,700	–	–	0.06%	155
2020 Q3	$75K	Hold	2,700	–	–	0.05%	153
2020 Q2	$66K	Hold	2,700	–	–	0.06%	158
2020 Q1	$53K	Sell	2,700 -600	-18%	-$12.8K	0.05%	162
2019 Q4	$74K	Buy	+3,300	New	+$68.3K	0.07%	147

Other funds holding PSI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stonebridge Financial Planning Group's PSI Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Invesco Semiconductors ETF (PSI) in Q1 2022, closing a stake of 2,850 shares — an estimated $117K sold.

Stonebridge Financial Planning Group first reported a position in PSI in Q4 2019 and held it in 9 quarters. The position peaked at $135K in Q3 2021. 109 funds tracked by Wall St. Rank hold PSI as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Invesco Semiconductors ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 2,850 Invesco Semiconductors ETF shares in Q1 2022, an estimated $117K.
Stonebridge Financial Planning Group first reported a position in Invesco Semiconductors ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Invesco Semiconductors ETF position peaked at $135K in Q3 2021.
109 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.