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Summit Trail Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Summit Trail 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
2021
Q2 		– Sell
-14,100
Closed -$566K – 223
2021
Q1 		$566K Buy
+14,100
New +$549K 0.06% 110

Other funds holding PSI

KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Trail Advisors's PSI Position: Q2 2021 in Review

Summit Trail Advisors sold out of Invesco Semiconductors ETF (PSI) in Q2 2021, closing a stake of 14,100 shares — an estimated $566K sold.

Summit Trail Advisors first reported a position in PSI in Q1 2021 and held it in 1 quarter. The position peaked at $566K in Q1 2021. 99 funds tracked by Wall St. Rank hold PSI as of Q2 2021.

  • Summit Trail Advisors reported no remaining Invesco Semiconductors ETF position as of Q2 2021 after selling out during the quarter.
  • Summit Trail Advisors sold 14,100 Invesco Semiconductors ETF shares in Q2 2021, an estimated $566K.
  • Summit Trail Advisors first reported a position in Invesco Semiconductors ETF in Q1 2021 and held it in 1 quarter.
  • Summit Trail Advisors's Invesco Semiconductors ETF position peaked at $566K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2021.

Based on Summit Trail Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.