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Strategic Financial Concepts’s Invesco Semiconductors ETF PSI Stock Holding History

Strategic Financial Concepts’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
-12,997
Closed -$2.69K – 590
2024
Q2 		$2.69K Buy
+12,997
New +$750K ﹤0.01% 531

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Financial Concepts's PSI Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Invesco Semiconductors ETF (PSI) in Q3 2024, closing a stake of 12,997 shares — an estimated $2.69K sold.

Strategic Financial Concepts first reported a position in PSI in Q2 2024 and held it in 1 quarter. The position peaked at $2.69K in Q2 2024. 131 funds tracked by Wall St. Rank hold PSI as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Invesco Semiconductors ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 12,997 Invesco Semiconductors ETF shares in Q3 2024, an estimated $2.69K.
  • Strategic Financial Concepts first reported a position in Invesco Semiconductors ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Invesco Semiconductors ETF position peaked at $2.69K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.