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

Sugarloaf 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
2022 Q4	–	Sell	-591	Closed	-$18K	–	845
2022 Q3	$18K	Hold	591	–	–	﹤0.01%	436
2022 Q2	$19K	Hold	591	–	–	﹤0.01%	424
2022 Q1	$26K	Hold	591	–	–	0.01%	372
2021 Q4	$30K	Hold	591	–	–	0.01%	367
2021 Q3	$25K	Hold	591	–	–	0.01%	382
2021 Q2	$25K	Buy	+591	New	+$24.1K	0.01%	383
2021 Q1	–	Sell	-591	Closed	-$23K	–	377
2020 Q4	$21K	Hold	591	–	–	0.01%	373
2020 Q3	$15K	Hold	591	–	–	0.01%	402
2020 Q2	$14K	Hold	591	–	–	0.01%	408
2020 Q1	$11K	Hold	591	–	–	﹤0.01%	419
2019 Q4	$13K	Buy	+591	New	+$12.2K	0.01%	436

Other funds holding PSI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Sugarloaf Wealth Management's PSI Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q4 2022, closing a stake of 591 shares — an estimated $18K sold.

Sugarloaf Wealth Management first reported a position in PSI in Q4 2019 and held it in 11 quarters. The position peaked at $30K in Q4 2021. 101 funds tracked by Wall St. Rank hold PSI as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 591 Invesco Semiconductors ETF shares in Q4 2022, an estimated $18K.
Sugarloaf Wealth Management first reported a position in Invesco Semiconductors ETF in Q4 2019 and held it in 11 quarters.
Sugarloaf Wealth Management's Invesco Semiconductors ETF position peaked at $30K in Q4 2021.
101 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.