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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sweet Financial Partners's PSI Position: Q3 2024 in Review

Sweet Financial Partners held its Invesco Semiconductors ETF (PSI) position steady in Q3 2024 at 6,876 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #142.

Sweet Financial Partners first reported a position in PSI in Q3 2022 and has held it in 9 quarters since. The position peaked at $432K in Q2 2024. 132 funds tracked by Wall St. Rank hold PSI as of Q3 2024.

Sweet Financial Partners held 6,876 shares of Invesco Semiconductors ETF worth $396K as of Q3 2024.
Sweet Financial Partners left its Invesco Semiconductors ETF share count unchanged in Q3 2024.
Invesco Semiconductors ETF made up 0.09% of Sweet Financial Partners's portfolio in Q3 2024, its #142 holding.
Sweet Financial Partners first reported a position in Invesco Semiconductors ETF in Q3 2022 and has held it in 9 quarters since.
Sweet Financial Partners's Invesco Semiconductors ETF position peaked at $432K in Q2 2024.
132 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.