SFP
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Sweet Financial Partners’s Invesco Semiconductors ETF PSI Stock Holding History

Sweet Financial Partners’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 		$396K Hold
6,876
– – 0.09% 142
2024
Q2 		$432K Hold
6,876
– – 0.1% 130
2024
Q1 		$388K Hold
6,876
– – 0.09% 138
2023
Q4 		$340K Hold
6,876
– – 0.08% 147
2023
Q3 		$294K Hold
6,876
– – 0.08% 145
2023
Q2 		$314K Hold
6,876
– – 0.08% 139
2023
Q1 		$283K Hold
6,876
– – 0.08% 147
2022
Q4 		$229K Hold
6,876
– – 0.07% 153
2022
Q3 		$206K Buy
+6,876
New +$238K 0.07% 156

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $376B 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 $564B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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 $761B AUM 31.28% 1-Year Est. Return